Client Retention Manager

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

Responsible for leading a team of Retention Consultants who work with clients who have indicated intent to transfer funds from TIAA, for purposes other than income, and reactively engage clients with advisory services through triage of business partner referrals. The Retention Consultant team works with clients to resolve their questions, educate regarding investment and income options, facilitate transfers, and position TIAA planning and solutions when appropriate.

Key Responsibilities And Duties

• Oversight for Compliance of Supervisory Policies/Procedures and teams
• Adherence to FINRA, SEC and state Insurance Department regulations.
• Oversight, coaching, development, performance management, and other supervisory tasks of a team of licensed and registered Retention Consultants.
• Ensure team’s quality interactions with existing and prospective clients.
• Responsibility for Retention Consultant’s accuracy of information and advice through regular and consistent review of call reviews, 1:1’s, training, and team meetings.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 24

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8PL

Required Skills

• Proficiency in TIAA and CREF investment products, including retirement plan options and asset allocation principles, with the ability to coach team members on these offerings and their key features.
• Working knowledge of the Retention Client Engagement Model, with demonstrated ability to apply its framework to build client relationships and drive retention outcomes.
• Proven coaching and training ability, with experience developing team members, delivering training programs, and improving performance through feedback and mentorship.
• Demonstrated performance analyzing skills, including evaluating retention metrics, identifying trends and root causes, and translating findings into actionable recommendations
• Proven presentation skills to upper management, with experience synthesizing complex data into clear, concise briefings that support strategic decision-making.

Related Skills

Business 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

2026-11-17

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: [phone]

Email: [e-mail]

Drug and Smoking Policy

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

Required Skills

• Proficiency in TIAA and CREF investment products, including retirement plan options and asset allocation principles, with the ability to coach team members on these offerings and their key features.
• Working knowledge of the Retention Client Engagement Model, with demonstrated ability to apply its framework to build client relationships and drive retention outcomes.
• Proven coaching and training ability, with experience developing team members, delivering training programs, and improving performance through feedback and mentorship.
• Demonstrated performance analyzing skills, including evaluating retention metrics, identifying trends and root causes, and translating findings into actionable recommendations
• Proven presentation skills to upper management, with experience synthesizing complex data into clear, concise briefings that support strategic decision-making.