Director, Lifetime Income Strategy & Team Leadership

Nuveen; Frisco (TX); On-site; USD 123,000 - 177,000; Full time

Job summary

TIAA is seeking a Retirement Income Consulting Director to lead the Retirement Income Consultants, setting goals, strategies, and resources to deliver lifetime income solutions for clients. You will align across In Plan, Retirement and Wealth Management to drive successful outcomes.

The role emphasizes coaching, cross‑functional collaboration, regulatory licenses, and a strong client focus, with a base pay range reflecting senior leadership and market demand.

Qualifications

• Minimum of 5 years of experience in the financial services industry.
• FINRA licensing required: Series 7 and Series 66, or an equivalent combination of Series 63 and Series 65
• Active FINRA Series 24 license preferred; candidates without this license must obtain it within 90 days of hire
• Strong experience leading and coaching high‑performing teams
• Proven ability to develop and grow talent within an organization

Responsibilities

• Monitors and coaches associate interactions with participant's questions on retirement income options in the context of their retirement plan.
• Manages performance of team through regular feedback and formal reviews to ensure delivery of engagement and development.
• Monitors and coaches associate interactions based on lifetime income solutions utilizing the organization's tools.
• Observes and supervises Retirement Income interactions to ensure clear understanding of advice and education.
• Guides employees in handling difficult or complex retirement plan participant interactions or escalated complaints.
• Ensures team members are knowledgeable about tax and investment strategies to inform financial advice.
• Communicates with cross-business partnerships to develop and implement products and services for clients and initiatives.
• Maintains and grows relationships with Institutional Plan Sponsors.
• Identifies processes to best serve clients seeking lifetime income.

Education

University degree

FINRA Series 7, Series 63, Series 65, Series 66, Series 24 licenses

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

Job description

TIAA is seeking a Retirement Income Consulting Director to lead the Retirement Income Consultants, setting goals, strategies, and resources to deliver lifetime income solutions for clients. You will align across In Plan, Retirement and Wealth Management to drive successful outcomes.

The role emphasizes coaching, cross‑functional collaboration, regulatory licenses, and a strong client focus, with a base pay range reflecting senior leadership and market demand.