Institutional Market Leader

TIAA; Phoenix (AZ); On-site; USD 122,000 - 221,000; Full time

Job summary

TIAA in Phoenix seeks an Institutional Market Leader to drive lifetime income for clients and institutions. You will coach and inspire client-facing teams, retain and grow institutional relationships, and deliver multi-year market plans to achieve strategic outcomes.

Lead cross-functional collaboration, instill a performance-driven culture, and manage a portfolio of large clients with significant assets under administration. 11PL level leadership is expected.

Qualifications

• University (Degree) Preferred.
• 10+ Years of work experience in institutional markets or related field.

Responsibilities

• Leads an integrated client-facing team to drive commercial performance and client delight.
• Retains, deepens, and grows relationships with retirement clients and consultants across products.
• Develops multi-year plans to achieve strategic outcomes across markets and institutions.
• Cultivates relationships with brokers, consultants, clients, and plan members for long-term growth.
• Promotes a collaborative, client-centric, and high-performing culture across the organization.

Skills

Leadership

Client relationships

Strategic planning

Cross-functional collaboration

Coaching & development

Education

University degree preferred

Job description

Institutional Market Leader

The Institutional Market Leader is a critical role in delivering lifetime income to all. This role is a forward-thinking, commercially minded business and people leader. The Market Leader runs their market with a business mindset, coaching and inspiring client-facing teams to retain, deepen, and grow institutional relationships. By leveraging analytics, financials, and industry knowledge, this role will develop multi-year plans across markets and institutions to drive strategic outcomes. The role will be key to instilling strong sales competence, operational excellence, and consistent practice management to grow the business while delighting the clients and institutions. On average, the Market leader is responsible for approximately $50B AUA, 135 Institutional clients and 250,000 total participants primarily in the higher education market, focusing on existing client base growth through expansion of services, financial planning and client retention.

Key Responsibilities and Duties

• Leads an integrated team of client-facing associates through a transformative approach, emphasizing influence, collaboration, and commitment to the mission. Inspires and empowers individuals in order to drive superb commercial performance and delight to the client.
• Accountable for retaining, deepening, and growing relationships with existing retirement clients and consultants and delivering added value across the full suite of TIAA products / solutions. Develop and formulate multi-year plans to drive and achieve strategic outcomes across markets and institutions.
• Cultivates strong client relationships (brokers and consultancies as well as clients and members) for dependable, long-term growth. Deepens relationships with key decision-makers.
• Leads with an organization-wide, client‑centric, and people‑oriented perspective.
• Lead in fostering a collaborative culture across TIAA by breaking down silos, integrate cross‑functional team, promoting best practices, and creating a more collaborative and dynamic market‑facing team.
• Builds high performing teams; drives accountability for business outcomes and provides regular feedback and coaching to support team members in not only meeting, but surpassing their goals.

Educational Requirements

University (Degree) Preferred

Work Experience

10+ Years Required

FINRA Registrations

SRC Indicator: Series 7; Series 24

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

11PL

Preferred Experience

• Business Development and Relationship Management leadership experience in a recordkeeping business preferred.
• Leadership experience in a similarly sized market of 100 clients and $100B in AUA preferred.
• Demonstrated track record of growing assets and number of clients.

Related Skills

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date:

2026-09-25

Base Pay Range: $122,000/yr - $221,000/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 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]

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Drug and Smoking Policy

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

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