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Culinary Retail Supervisor
HHS Culinary and Nutrition Solutions, LLC (USA)
Youngstown, OH
- $20 USD / hour
Support the culinary director to lead the food and nutrition team at a hospital. Ensure patient meals are accurate and are delivered in a timely fashion. Provide excellent customer service…
Added just now
CO
Environmental Programs Specialist
City of Azusa
Azusa, CA
- $48.4 to $58.83 USD / hour
The City of Azusa Light & Water Department is now hiring an Environmental Program Specialist!
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RO
Care Coordinator
RIVER OAK CENTER FOR CHILDREN INC
Elk Grove, CA
- $73,439 to $75,920 USD / year
As part of our certified High Fidelity Wraparound program, you’ll work with a collaborative team to provide flexible, family-centered mental health services and support.
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T
Education Savings Consultant Multi-Lingual
TIAA
Milwaukee, WI
- $57,000 to $85,000 USD / year
Educate individuals about 529 Plans and grow the 529 Workplace Savings Program by cultivating new relationships and maintaining existing relationships.
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Administrative Assistant
TIAA
Chapel Hill, NC
- $24.42 to $34.42 USD / hour
Accountability, Adaptability, Administrative Support, Communication, Corporate Travel Program Management, Detail-Oriented, Employee Engagement, Executive Presence, Expense…
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CC
RN Clinical Supervisor
Compassionate Care Home Health Agency
Merced, CA
- $125,000 USD / year
…to date. Approves or denies on clinical need and documented support, and records the decision in the Compassionate Comments…
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CC
RN Clinical Supervisor
Compassionate Care Home Health Agency
Bakersfield, CA
- $125,000 USD / year
…to date. Approves or denies on clinical need and documented support, and records the decision in the Compassionate Comments…
Added 1 min ago
Manager-In-Training
Sarku Japan
North Olmsted, OH
The Manager in Training (MIT) program is designed to develop future restaurant leaders within Sarku Japan. This role provides hands-on experience in all aspects of restaurant operations,…
Added 2 mins ago
EE
Unit Safety Manager 2 - Ascension - D249
Express Employment Professionals
Geismar, LA
- $64,600 to $83,600 USD / year
Join a role where you’ll lead the creation of a safe, compliant, and proactive work environment across client sites. As the primary HS&E and Quality Assurance leader, you will drive a…
Added 2 mins ago
12773-Lead Credit/Collections Coordinator
FinThrive
United States
Support FinThrive’s Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive’s business practices; this includes…
Added 2 mins ago
12773-Lead Credit/Collections Coordinator
FinThrive
United States
Support FinThrive’s Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive’s business practices; this includes…
Added 2 mins ago
Strategic Account Manager
Centercode
Mission Viejo, CA
Flag risk early and lead the save plan with Services and Support
Added 2 mins ago
ML
Maintenance Mechanic
Maersk Logistics & Services USA Inc.
United States of America, NJ
- $28 to $32 USD / hour
…chain risks, so we can plan distribution to better achieve lead time and goals despite unexpected conditions. Our extensive experience, connections, and deep expertise across different…
Added 2 mins ago
AC
Logistics Account Manager [Tempe, AZ]
Aston Carter
Tempe, AZ
- $23 USD / hour
Lead weekly calls with assigned shippers to review performance, discuss issues, and align on improvement plans.
Added 2 mins ago
AC
Outside Sales Representative
Aston Carter
Medford, OR
- $26 to $27 USD / hour
This role offers an opportunity to help launch and grow a new hub delivery partner program by recruiting local small businesses across targeted towns in Oregon. You will spend most of your…
Added 2 mins ago
AC
Outbound Sales Representative
Aston Carter
Nashville, TN
- $26.5 USD / hour
…needs. Additionally, they will provide feedback to leadership on lead quality, market trends, and customer…
Added 3 mins ago
C
Sales Manager (Part Time)
Carter's
Arlington, TX
- Part-time
Added 3 mins ago
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Sales Manager (Part Time)
Carter's
Barboursville, WV
- Part-time
Added 3 mins ago
SG
Project Accountant
Studio Gang
New York, NY
- $100,000 to $120,000 USD / year
Support project forecasting, including estimates to complete and anticipated profitability
Added 3 mins ago
MG
Part Time Nabisco Merchandiser/Order Writer
Mondelez Global LLC
Alcoa, TN · Seymour, TN · Maryville, TN
- $16 to $18 USD / hour
- Part-time
Join our Mission to Lead the Future of Snacking at Mondelēz International
Added 3 mins ago
MG
Part-time Nabisco Merchandiser
Mondelez Global LLC
Deltona, FL
- $15 to $17 USD / hour
- Part-time
Join our Mission to Lead the Future of Snacking at Mondelēz International
Added 3 mins ago
IL6S Specialist
Mondelez Global LLC
Richmond, VA
Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours.
Added 3 mins ago
MG
Full-time Nabisco Merchandiser/Order Writer
Mondelez Global LLC
Aurora, CO · Centennial, CO
- $20 to $21 USD / hour
- Full-time
Join our Mission to Lead the Future of Snacking AT Mondelēz International
Added 3 mins ago
MG
Part-time Nabisco Merchandiser/Order Writer
Mondelez Global LLC
Glasgow, MT · Wolf Point, MT · Harlem, MT · Malta, MT
- $16 to $17 USD / hour
- Part-time
Join our Mission to Lead the Future of Snacking at Mondelēz International
Added 3 mins ago
MG
Full-time Nabisco Merchandiser/Order Writer
Mondelez Global LLC
Omaha, NE · Bellevue, NE
- $17 to $18 USD / hour
- Full-time
Join our Mission to Lead the Future of Snacking AT Mondelēz International

Closed listing

TIAA

Client Engagement Consultant

Dallas, TX, United States
Charlotte, NC, United States

$77,000 to $110,000 USD / year

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $77,000 to $110,000 USD / year
Closing date: Nov 13, 2026
Posting language: English
Posted: Nov 3, 2026

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Original job description

Archived listing. The details below describe a past opening.

Client Engagement Consultant This job drives asset retention and growth by engaging clients, prospects, and plan participants through assigned leads and proactive retention outreach, delivering a blend of retirement education and on-demand financial advice across a broad range of TIAA products and services. Working within a collaborative team environment, this role is responsible for converting assigned opportunities and retention-risk cases into retained and growing relationships, combining product education with in-the-moment advice and recommendations for clients who do not require or qualify for dedicated wealth services. Success in this role depends on responsiveness, sales execution and the ability to build trust quickly with clients who may be actively considering moving assets elsewhere.

Key Responsibilities and Duties

Engages clients primarily through two channels: assigned leads generated by internal lead-generation processes, and proactive outreach to retain clients identified as at risk of moving assets to another provider.
Delivers a mix of retirement education (approximately 65%) and on-demand advice and product recommendations (approximately 35%) tailored to the client's immediate needs, including those who do not qualify or require wealth services.
Counsels clients on retirement planning strategies, tax-deferred annuities, pension plans, IRAs, mutual funds, annuities, 403(b) plans, 529 plans, bank products and life insurance, with an emphasis on retention and asset consolidation.
Fields inbound calls and assigned lead follow-ups, quickly identifies financial needs and retention risk, and develops tailored recommendations based on goals, risk profile, liquidity needs and tax considerations.
Develops and manages a sales and retention pipeline, driving assigned leads and at-risk accounts through to close, and assisting clients with funding, rollovers and account establishment to retain and grow assets.
Meets or exceeds performance goals including asset retention, asset growth, lead conversion rates, advice sessions, voice of the client surveys and overall productivity.
Serves as a key contributor to the wealth referrals engine, identifying clients with complex needs and making timely referrals to Wealth Advisors and internal partners.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

FINRA Registrations

SRC Indicator: Series 7 and Series 63

Licenses and Certifications

Life and Health Insurance License (National) - Multiple Issuers required within 120 Days

Physical Requirements

Physical Requirements: Sedentary Work

Career Level 7IC

During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.

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:

2026-11-13

Base Pay Range: $77,000/yr - $110,000/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: (800) 842-2755 Email: accessibility.support@tiaa.org

Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices 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.

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