Institutional Sales Enablement Director

TIAA; Charlotte (NC); On-site; USD 128,000 - 175,000; Full time

Job summary

TIAA seeks an Institutional Solutions Director to accelerate performance and capability of client-facing teams in Retirement Solutions. The role blends institutional sales, relationship management, and coaching to drive speed-to-proficiency and strategic initiatives.

Responsibilities include coaching on complex client relationships, facilitating training programs, and partnering with leaders to close capability gaps across functions.

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
• Series 66 or a combination of series 63 & 65 is required within 120 days from start date
• Life and Health Insurance License (Resident State) - Multiple Issuers required

Responsibilities

• Coach associates on managing complex client relationships and executive engagement
• Lead targeted development strategies to improve productivity, client satisfaction, and results
• Facilitate trainings, workshops, role plays, and development sessions aligned with priorities
• Support RFP/RFI responses and competitive proposal processes with best practices

Skills

Relationship Management

Sales

Consultative Communication

Executive Presence

Strategic Thinking

Project Management

Stakeholder Engagement

Business Acumen

Collaboration

Influence

Education

University Degree Preferred

Job description

TIAA seeks an Institutional Solutions Director to accelerate performance and capability of client-facing teams in Retirement Solutions. The role blends institutional sales, relationship management, and coaching to drive speed-to-proficiency and strategic initiatives.

Responsibilities include coaching on complex client relationships, facilitating training programs, and partnering with leaders to close capability gaps across functions.