Client Retention & Advisory Lead, Investments

TIAA; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

TIAA is seeking a Senior Retention Leader to supervise a team of Retention Consultants focused on clients considering fund transfers and advisor referrals. You will coach, develop and review performance, ensuring accurate guidance on investment options and retirement planning.

The role drives retention and client satisfaction while maintaining strict regulatory standards. The ideal candidate has extensive FINRA experience, relevant licenses, and a proven ability to translate data into actionable

Qualifications

• University degree preferred.
• 5+ years of experience; 7+ years preferred.
• FINRA registrations: Series 7; Series 24.
• Life and Health Insurance License (Resident State) preferred.

Responsibilities

• Oversee compliance of supervisory policies and procedures and teams.
• Ensure adherence to FINRA, SEC and state Insurance Department regulations.

Skills

TIAA products

CREF products

Retention model

Coaching & training

Data analysis

Presentation skills

Education

University degree preferred

Job description

TIAA is seeking a Senior Retention Leader to supervise a team of Retention Consultants focused on clients considering fund transfers and advisor referrals. You will coach, develop and review performance, ensuring accurate guidance on investment options and retirement planning.

The role drives retention and client satisfaction while maintaining strict regulatory standards. The ideal candidate has extensive FINRA experience, relevant licenses, and a proven ability to translate data into actionable