Director, Integrated Solutions Manager

Nuveen; Frisco (TX); On-site; USD 92,000 - 137,000; Full time

Job summary

TIAA in Frisco, Texas seeks a Senior Integrated Solutions Manager to engage the Investment & Advisory Center (IAC) Consultants and leaders, maximizing client success through CEM excellence and product integration. You will coach IAC on product positioning and drive solutions adoption across the team.

Education requirements include a university degree and FINRA registrations, with 5+ years in institutional retirement or related fields.

Qualifications

• 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
• Preferred: 7+ years of institutional retirement, relationship management, sales, consulting, or client-facing leadership experience
• Series 66 or a combination of series 63 & 65 is required within 120 days from start date
• Demonstrated experience managing institutional client relationships and serving as a trusted advisor to plan sponsors, consultants, and organizational decision-makers
• Experience leading finalist presentations that resulted in new client acquisition, asset growth, or client retention
• Experience supporting RFPs, RFIs, due diligence requests, and complex proposal processes.
• Exceptional presentation, facilitation, communication, and executive influence skills
• Ability to travel approximately 20%

Responsibilities

• Educating and coaching assigned IAC teams around core products positioned through our Client Engagement Model (CEM).
• Owns assigned IAC team's solutions forecast with the scorecard tied to asset growth forecasts and solution adoption within assigned team.
• Engages in case preparation, client meetings, PODs, strategy calls, and education around core products (managed accounts, Insurance, lifetime income, banking, etc.) to ensure the right client solutions emerge through the CEM.
• Responsible for strategy and engagement to achieve results by partnering with the IAC leadership and relevant partners across the enterprise.

Skills

Relationship Management

Executive Presence

Strategic Thinking

Project Management

Sales

Consultative Communication

Education

Bachelor's degree

FINRA registrations (Series 7/63/65/66)

Life and Health Insurance License

Job description

Sr Integrated Solutions The Senior Integrated Solutions Manager is responsible for engaging the Investment & Advisory Center (IAC) Consultants and leaders to maximize client and business success through Client Engagement Model (CEM) excellence and product integration. This role is also responsible for coaching the IAC on how our products work and how to position them through solutions wholesaling.

Key Responsibilities and Duties

• Responsible for educating and coaching assigned IAC teams around our core products positioned through our Client Engagement Model (CEM).
• Owns assigned IAC teams solutions forecast with the scorecard tied to achievement of the asset growth forecasts and solution adoption within assigned team.
• Engages in case preparation, client meetings, PODs, strategy calls, and education around core products (managed accounts, Insurance, lifetime income, banking, etc.) to ensure the right client solutions emerge through the CEM.
• Responsible for strategy and engagement to achieve results by partnering with the IAC leadership and relevant partners across the enterprise.

Educational Requirements

• University (Degree) Preferred
• Work Experience 5+ Years Required; 7+ Years Preferred
• FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
• Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required
• Physical Requirements Physical Requirements: Sedentary Work
• Career Level 8IC

Additional Information

• For Posting Required: 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
• Preferred: 7+ years of institutional retirement, relationship management, sales, consulting, or client-facing leadership experience
• Series 66 or a combination of series 63 & 65 is required within 120 days from start date
• Demonstrated experience managing institutional client relationships and serving as a trusted advisor to plan sponsors, consultants, and organizational decision-makers
• Experience leading or participating in institutional sales pursuits, finalist presentations, prospect meetings, client reviews, and retention discussions
• Experience supporting RFPs, RFIs, due diligence requests, and complex proposal processes.
• Exceptional presentation, facilitation, communication, and executive influence skills
• Ability to partner effectively with senior leaders and drive adoption of strategic initiatives
• Experience as a Relationship Manager, Senior Relationship Manager, Field Consulting Director, Institutional Sales Executive, Consultant Relations Professional, or similar client-facing leadership role
• Demonstrated success leading finalist presentations that resulted in new client acquisition, asset growth, or client retention
• Experience coaching associates on executive presence, consultative conversations, relationship expansion, client retention, and business development strategies
• Proven ability to influence behavior change and improve business performance through coaching and development initiatives
• Ability to travel approximately 20%

Related Skills

• Business Acumen
• Channel Management
• Collaboration
• Commercial Mindset
• Consultative Communication
• Customer Engagement
• Differentiates Value Proposition
• Executive Presence
• Influence
• Market/Industry Dynamics
• Project Management
• Relationship Management
• Sales
• Stakeholder Engagement
• Strategic Thinking
• TIAA Products/Services Acumen

Anticipated Posting End Date: 2026-10-30 Base Pay Range: $92,400/yr - $137,000/yr 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).

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 we’ re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re 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.

ALERT - SCHRODERS EMPLOYEES ONLY Roles advertised on this site are for Schroders employees only. If you are an employee of Schroders, you must apply to these roles using your work email address to be considered. Applying without a valid Schroders email address will result in your application being rejected. If you are an existing TIAA/Nuveen employee, please search for internal roles on the Internal Careers site. Not an Employee and looking for opportunities at TIAA/Nuveen? Visit TIAA/Nuveen Career Site to explore exciting roles open to external candidates. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.