Managing Director - Client Leads & Referrals, Wealth Management

Wealth Leads & Referrals

This job owns the enterprise strategy and long-term operating model for how TIAA generates, routes, and converts leads and referrals across all Wealth & Advice sources and channels. This role sets multi-year direction for the leads and referrals program, shapes how TW&A collaborates with other business lines on growth, and builds the organizational capability needed to scale the function over time. This role negotiates alignment with senior stakeholders and channel owners across the enterprise, exercises significant judgment in anticipating shifts in client behavior and channel economics, and is accountable for the performance of a team.

Key Responsibilities and Duties

• Establishes the enterprise strategy and multi-year roadmap for leads and referrals across all TIAA sources and channels, anticipating market and business shifts that will shape future program direction
• Designs and governs the operating model for the program, including decision rights, escalation paths, and performance standards, ensuring alignment with senior stakeholders across the enterprise
• Negotiates goals, metrics, SLAs, and handoff standards with channel owners and business unit leaders, holding partners accountable through ongoing governance
• Directs enterprise-level assessment of channel capacity and long-term frameworks for optimizing lead and referral volume, flow, and quality
• Partners with Solutions Design and Technology leadership to define and prioritize the multi-year capability and investment roadmap supporting the program
• Manages a team, setting staffing strategy and long-term organizational design for the function
• Builds leadership bench strength through structured development and succession planning, and fosters a culture of engagement and accountability across the team

Educational Requirements

• University (Degree) Preferred

Work Experience

• 10+ Years Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

11PL

POSITION SUMMARY:

The Wealth Leads & Referrals Leader is responsible for establishing and operationalizing the TIAA leads and referrals program across all sources and channels. The role will be responsible for developing supporting capabilities to optimize the program and partner with senior stakeholders and channel owners to drive success.

KEY RESPONSIBILITIES:

• Reviews current leads and referrals processes across TIAA and develop an enterprise strategy and program to support TIAA Wealth & Advice (TW&A) growth aspirations
• Designs and operationalizes new program structure and processes, and ensures alignment with key stakeholders
• Partners with stakeholders to define and gain alignment on core elements, e.g. goals, metrics, SLAs, handoffs
• Works with channel owners and other partners to assess channel capacity and manage optimal leads / referrals volume, flows, quality
• Partners with Solutions Design and Technology to define required capabilities
• Manages performance of direct reports through regular, timely feedback as well as the formal performance review process to ensure high performance
• Creates a culture of engagement, motivation and development of the team

REQUIRED QUALIFICATIONS:

• 10+ years’ wealth management experience

PREFERRED QUALIFICATIONS:

• University degree

Anticipated Posting End Date:

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).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices 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]

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TIAA maintains a drug-free and smoke/free workplace.

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