Managing Director - Enterprise Leads & Referrals Solutions

Nuveen; United States; On-site; USD 240,000 - 290,000; Full time

Job summary

Nuveen seeks a senior leader for Wealth Leads & Referrals to own the enterprise strategy and long-term operating model for generating, routing, and converting leads across Wealth & Advice channels. The role shapes cross-line collaboration and builds the capabilities to scale the function while negotiating alignment with senior stakeholders.

The position drives a multi-year roadmap, oversees governance, and leads a team with a focus on growth, performance, and accountability across the

Qualifications

• 10+ years in financial services/wealth management solution leadership.
• Experience designing and scaling lead and referral programs across digital, contact center and advisor channels.
• Experience leading product managers and securing channel adoption of new sales processes and technology.

Responsibilities

• Establishes enterprise strategy and multi-year roadmap for leads and referrals across all sources and channels.
• Designs and governs the operating model, including decision rights, escalation paths, and performance standards.
• Negotiates goals, metrics, SLAs, and handoff standards with channel owners and leaders.
• Directs enterprise-level assessment of channel capacity and long-term frameworks for lead flow optimization.
• Partners with Solutions Design and Technology to define the multi-year capability and investment roadmap.
• Manages a team, setting staffing strategy and long-term organizational design.
• Builds leadership bench strength and fosters engagement and accountability across the team.

Skills

Business Development

Relationship Management

Collaboration

Consultative Communication

Quantitative Analysis

Wealth Management

Retirement Sales

Sales

TIAA Acumen

Channel Strategy

Education

University (Degree)

Job description

Wealth Leads & Referrals

This job owns the enterprise strategy and long-term operating model for how TIAA generates, routes, and converts leads and referrals across all Wealth & Advice sources and channels. This role sets multi-year direction for the leads and referrals program, shapes how TW&A collaborates with other business lines on growth, and builds the organizational capability needed to scale the function over time. This role negotiates alignment with senior stakeholders and channel owners across the enterprise, exercises significant judgment in anticipating shifts in client behavior and channel economics, and is accountable for the performance of a team.

Key Responsibilities and Duties

• Establishes the enterprise strategy and multi-year roadmap for leads and referrals across all TIAA sources and channels, anticipating market and business shifts that will shape future program direction
• Designs and governs the operating model for the program, including decision rights, escalation paths, and performance standards, ensuring alignment with senior stakeholders across the enterprise
• Negotiates goals, metrics, SLAs, and handoff standards with channel owners and business unit leaders, holding partners accountable through ongoing governance
• Directs enterprise-level assessment of channel capacity and long-term frameworks for optimizing lead and referral volume, flow, and quality
• Partners with Solutions Design and Technology leadership to define and prioritize the multi-year capability and investment roadmap supporting the program
• Manages a team, setting staffing strategy and long-term organizational design for the function
• Builds leadership bench strength through structured development and succession planning, and fosters a culture of engagement and accountability across the team

Educational Requirements

University (Degree)

Preferred Work Experience

10+ Years Required

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

11PL

Experience Details

Work Experience 10+ years in financial services/wealth management solution leadership, with accountability for business results. Experience designing and scaling lead and referral programs across digital, contact center and advisor channels. Experience leading product managers and securing channel adoption of new sales processes and technology.

Related Skills

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Due Diligence
• Practice Management Strategy
• Prioritizes Effectively
• Quantitative Analysis
• Retirement Planning Selling
• Sales
• TIAA Products/Services Acumen
• Wealth Management

Anticipated Posting End Date

2026-10-23

Base Pay Range

$240,000/yr - $290,000/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).

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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:

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Drug and Smoking Policy

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

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• 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.
• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
• For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
• For Applicants of TIAA Global Capabilities, click here.
• For Applicants of Nuveen residing in Europe and APAC, please click here.

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

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