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F0035 - Tenure-Track Assistant/Associate Professor in A1/Robotics/Optical Engineering
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Title: F0035 - Tenure-Track Assistant/Associate Professor in A1/Robotics/Optical Engineering
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TIAA

Lead Consultant Licensed

Charlotte, NC, United States

$62,600 to $68,400 USD / year

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Job details

Pay: $62,600 to $68,400 USD / year
Apply by: Nov 6, 2026
Posting language: English
Posted: Oct 30, 2026

Original job description

Lead Consultant Licensed The Lead Consultant is responsible for managing financial services consultants while they are in training. This job supervises new financial service consultants through coaching, training, management and guidance as they get acclimated to the job. This job sets day-to-day operational objectives for team members and ensures that policies and procedures are understood and followed by direct reports.

Key Responsibilities and Duties

Improves information accuracy, client experience, referrals and retention, and call management through side-by-side coaching, quality and referral call reviews, listening labs, and trainings.
Informs, reviews, and validates a wide variety of performance metric reports to ensure that individual performance and scorecard results are on target of direct reports.
Cultivates and retains associates by building and sustaining an environment of diversity and inclusive engagement through learning, motivating, coaching and developing staff.
Oversees consultant activities for compliance of supervisory policies and procedures and the team’s adherence to Financial Industry Regulatory Authority (FINRA), Securities & Exchange Commission (SEC) and each state’s insurance department regulations.
Manages performance of direct reports through regular, timely feedback as well as the formal performance review process to ensure delivery of contact center objectives and engagement, motivation and development of the team.

Educational Requirements

No Advanced Degree Required Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

FINRA Registrations

SRC Indicator: Series 6 or 7; Series 26 or 24

Licenses and Certifications

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

Physical Requirements

Physical Requirements: Sedentary Work

Career Level 7PL

Required Skills:

3yrs of working experience
Experience in contact center / financial services.
Must have active Series 6 or 7 and Series 63
Must be willing and able to get Series 24 or Series 26 within 120 days of getting this role

Preferred Skills:

People Management experience preferred
Prior coaching and mentorship experience preferred
Experience with Microsoft office and zoom

Related Skills

Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness

Anticipated Posting End Date:

2026-11-06

Base Pay Range: $62,600/yr - $68,400/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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