Director, Institutional Solutions & Coaching

TIAA; Charlotte (NC); Vor Ort; USD 128.000 - 175.000; Vollzeit

Zusammenfassung

TIAA is seeking an Institutional Solutions Director to accelerate performance and leadership development for client-facing associates in Retirement Solutions. The role blends institutional sales, relationship management, and client consulting with coaching and training expertise to drive speed-to-proficiency and contribute to enterprise initiatives.

Key responsibilities include coaching, program facilitation, and collaboration with Sales, Product, Marketing, Operations, HR, Compliance, and

Qualifikationen

• 5+ years of experience in institutional retirement, financial services, relationship management, client consulting, institutional sales, or business development.
• Series 7 is required at the time of application
• Series 66 or a combination of Series 63 & 65 required within 120 days from start date
• Experience coaching associates on executive presence, consultative conversations, relationship expansion, client retention, and business development strategies
• Ability to travel approximately 20%

Aufgaben

• Coach associates on managing complex client relationships and strategic growth opportunities.
• Provide individual and team coaching on relationship management, consultative selling, client retention, and territory management.
• Design targeted development strategies to improve productivity, client satisfaction, and business results.
• Facilitate training programs, academies, leadership forums, workshops, and role-plays aligned with priorities.
• Conduct observations, coaching sessions, and performance assessments to reinforce standards.
• Prepare for and deliver finalist presentations, client reviews, and high-stakes meetings.
• Support RFPs, RFIs, due diligence, and complex proposals by sharing best practices.

Kenntnisse

Institutional retirement

Relationship management

Client consulting

Coaching

Training

Performance enablement

Executive presence

Presentation skills

Leadership

Willing to travel

Ausbildung

University degree

Jobbeschreibung

TIAA is seeking an Institutional Solutions Director to accelerate performance and leadership development for client-facing associates in Retirement Solutions. The role blends institutional sales, relationship management, and client consulting with coaching and training expertise to drive speed-to-proficiency and contribute to enterprise initiatives.

Key responsibilities include coaching, program facilitation, and collaboration with Sales, Product, Marketing, Operations, HR, Compliance, and