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TIAA

Director, Integrated Solutions Manager

Charlotte, NC, United States
3965 Dallas Parkway Frisco, TX, United States

$92,400 to $137,000 USD / year

Apply on tiaa.wd1.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $92,400 to $137,000 USD / year
Apply by: Nov 27, 2026
Posting language: English
Posted: Nov 10, 2026

Original job description

Sr Integrated Solutions The Senior Integrated Solutions Manager is responsible for engaging the Investment & Advisory Center (IAC) Consultants and leaders to maximize client and business success through Client Engagement Model (CEM) excellence and product integration. This role is also responsible for coaching the IAC on how our products work and how to position them through solutions wholesaling.

Key Responsibilities and Duties

Responsible for educating and coaching assigned IAC teams around our core products positioned through our Client Engagement Model (CEM).
Owns assigned IAC teams solutions forecast with the scorecard tied to achievement of the asset growth forecasts and solution adoption within assigned team.
Engages in case preparation, client meetings, PODs, strategy calls, and education around core products (managed accounts, Insurance, lifetime income, banking, etc.) to ensure the right client solutions emerge through the CEM.
Responsible for strategy and engagement to achieve results by partnering with the IAC leadership and relevant partners across the enterprise.

Educational Requirements

University (Degree) Preferred

Work Experience

5+ Years Required; 7+ Years Preferred

FINRA Registrations

SRC Indicator: Series 7; Series 63; Series 65; Series 66

Licenses and Certifications

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

Physical Requirements

Physical Requirements: Sedentary Work

Career Level 8IC

Required:

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

Preferred:

7+ years of institutional retirement, relationship management, sales, consulting, or client-facing leadership experience
Series 66 or a combination of series 63 & 65 is required within 120 days from start date
Demonstrated experience managing institutional client relationships and serving as a trusted advisor to plan sponsors, consultants, and organizational decision-makers
Experience leading or participating in institutional sales pursuits, finalist presentations, prospect meetings, client reviews, and retention discussions
Experience supporting RFPs, RFIs, due diligence requests, and complex proposal processes.
Exceptional presentation, facilitation, communication, and executive influence skills
Ability to partner effectively with senior leaders and drive adoption of strategic initiatives
Experience as a Relationship Manager, Senior Relationship Manager, Field Consulting Director, Institutional Sales Executive, Consultant Relations Professional, or similar client-facing leadership role
Demonstrated success leading finalist presentations that resulted in new client acquisition, asset growth, or client retention
Experience coaching associates on executive presence, consultative conversations, relationship expansion, client retention, and business development strategies
Proven ability to influence behavior change and improve business performance through coaching and development initiatives
Ability to travel approximately 20%

Related Skills

Business Acumen, Channel Management, Collaboration, Commercial Mindset, Consultative Communication, Customer Engagement, Differentiates Value Proposition, Executive Presence, Influence, Market/Industry Dynamics, Project Management, Relationship Management, Sales, Stakeholder Engagement, Strategic Thinking, TIAA Products/Services Acumen

Anticipated Posting End Date:

2026-11-27

Base Pay Range: $92,400/yr - $137,000/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.

Apply on tiaa.wd1.myworkdayjobs.com About employer

More about this job

Skills

Coaching
Leadership
Sales
Presentation skills
Communication skills
Collaboration
Project management
Stakeholder management

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Work requirements

Jobs in the United States