B2B2C Practice Management Expert

The Retirement Sales Enablement Practice Management Expert will be a strategic partner in the development of a consistent and scalable practice management framework for our client facing associates across the Retirement Solutions team. The Retirement Sales Enablement Practice Management Expert will provide day-to-day support primarily to Retirement Solutions Relationship Management, Institutional Sales, and TIAA Retirement Advice Consulting Leaders and their client facing associates as needed, to ensure the consistent use of practice management routines and skills.

Key Responsibilities and Duties

Strategically partner with senior leaders to translate business objectives into standard frameworks and playbooks to achieve business outcomes. Continually assess and refine practice management capabilities based on data and evolving business needs.

Facilitate a standard and ongoing approach for business planning and pipeline management. Establish consistent and regular routines for the integrated team to identify and act on opportunities.

Scale and drive adoption of Sales Process/Engagement Model to Retirement Solutions leaders and their teams.

Scale and drive tool adoption and optimization (CRM Planning Tools) by leaders and their teams.

Work with Sales Onboarding Training Reinforcement team as well as Sales Product Skills coaches to address areas of improvement/opportunities.

Design and develop growth plans in partnership with the management team to increase consistency and productivity.

Coach on practice management and business-building techniques that will help leaders and their teams retain and grow their business.

Identify needs, understand priorities, and create a plan to improve associate productivity and effectiveness. Support the development of leaders and associates as needed to increase consistency in productivity.

Partner with subject matter experts and training teams to design and develop experiences, practice management content, and resources as necessary.

Analyze the associate’s current practice, set targets for improvement, and refine business development strategies and activities to achieve their goals.

Educational Requirements

University (Degree) PreferredWork Experience

5+ Years Required; 7+ Years PreferredPhysical Requirements

Physical Requirements: Sedentary WorkCareer Level

8IC

Preferred Knowledge and Skills

Ability to develop a clear strategy and translate into effective execution

Strong facilitation skills

Ability to influence without authority

Six Sigma/Process Design experience

Knowledge of the Institutional Retirement business

Related Skills

Accountability, Business Development, Client Relationship Management, Commercial Acumen, Commercial Mindset, Communication, Financial Markets Impact, Group Problem Solving, Inspires Others, Negotiation, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date:

2024-07-26

Base Pay Range: $125,000/yr. - $161,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .

For Applicants of Nuveen residing in Europe and APAC, please click here .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .

For Applicants of Nuveen residing in Europe and APAC, please click here .

For Applicants of Greenwood residing in Brazil (English), click here .

For Applicants of Greenwood residing in Brazil (Portuguese), click here .

For Applicants of Westchester residing in Brazil (English), click here .

For Applicants of Westchester residing in Brazil (Portuguese), click here .

Nondiscrimination Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law

Pay Transparency

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