Client Engagement Consultant

TIAA; Dallas (TX); Hybrid; USD 77,000 - 110,000; Full time

Job summary

Nuveen seeks a Client Engagement Consultant to help retain and grow assets by engaging clients, prospects, and plan participants through assigned leads and proactive outreach. The role blends retirement education with on-demand financial guidance across TIAA products and services, in a hybrid Dallas/Charlotte setting.

You will manage a sales and retention pipeline, meet performance goals, and coordinate with Wealth Advisors.

Qualifications

• 3+ years required; 5+ years preferred.
• FINRA Registrations: Series 7 and Series 63.
• Life and Health Insurance License (National) - Multiple Issuers.
• University (Degree) Preferred

Responsibilities

• Engages clients via assigned leads and proactive retention outreach to retain assets.
• Delivers retirement education and on-demand financial guidance across TIAA products.
• Fields inquiries, identifies needs, and provides tailored recommendations.
• Develops and manages a sales and retention pipeline to close deals and retain assets.
• Coordinates referrals to Wealth Advisors and internal partners.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Retirement Planning Selling

Sales

Wealth Management

TIAA Products/Services Acumen

Education

University degree

Job description

Client Engagement ConsultantThis website uses cookies to improve your browsing experience. Continue browsing or dismiss this message to accept.### Client Engagement ConsultantApply: Hybrid Flex: Dallas, TX, USA: Charlotte, NC, USA: Full time: Posted Today: End Date: November 13, 2026 (9 days left to apply): R261000389**Client Engagement Consultant**This job drives asset retention and growth by engaging clients, prospects, and plan participants through assigned leads and proactive retention outreach, delivering a blend of retirement education and on-demand financial advice across a broad range of TIAA products and services. Working within a collaborative team environment, this role is responsible for converting assigned opportunities and retention-risk cases into retained and growing relationships, combining product education with in-the-moment advice and recommendations for clients who do not require or qualify for dedicated wealth services. Success in this role depends on responsiveness, sales execution and the ability to build trust quickly with clients who may be actively considering moving assets elsewhere. **Key Responsibilities and Duties*** Engages clients primarily through two channels: assigned leads generated by internal lead-generation processes, and proactive outreach to retain clients identified as at risk of moving assets to another provider.* Delivers a mix of retirement education (approximately 65%) and on-demand advice and product recommendations (approximately 35%) tailored to the client's immediate needs, including those who do not qualify or require wealth services.* Counsels clients on retirement planning strategies, tax-deferred annuities, pension plans, IRAs, mutual funds, annuities, 403(b) plans, 529 plans, bank products and life insurance, with an emphasis on retention and asset consolidation.* Fields inbound calls and assigned lead follow-ups, quickly identifies financial needs and retention risk, and develops tailored recommendations based on goals, risk profile, liquidity needs and tax considerations.* Develops and manages a sales and retention pipeline, driving assigned leads and at-risk accounts through to close, and assisting clients with funding, rollovers and account establishment to retain and grow assets.* Meets or exceeds performance goals including asset retention, asset growth, lead conversion rates, advice sessions, voice of the client surveys and overall productivity.* Serves as a key contributor to the wealth referrals engine, identifying clients with complex needs and making timely referrals to Wealth Advisors and internal partners. **Educational Requirements*** University (Degree) Preferred**Work Experience*** 3+ Years Required; 5+ Years Preferred**FINRA Registrations*** SRC Indicator: Series 7 and Series 63**Licenses and Certifications*** Life and Health Insurance License (National) - Multiple Issuers required within 120 Days**Physical Requirements*** Physical Requirements: Sedentary Work**Career Level** 7ICDuring your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management**Anticipated Posting End Date:**2026-11-13Base Pay Range: $77,000/yr - $110,000/yrActual 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).