The Integrated Solutions Director enables client-facing Retirement Solutions associates including Market Leaders, Relationship Managers, Field Consulting Directors, and Field Consultants to provide objective and comprehensive advice across the full financial spectrum aligned with the Institutional clients and Individual client's long-term interests. This role understands clients' unique financial objectives identified through the client engagement model. Through one-on-one coaching and collaborative interaction with select clients, this role will deliver comprehensive financial solutions coaching and skill development.
Key Responsibilities and Duties
- Educates and coaches client-facing Retirement Solutions associates on TIAA’s core products and tools within the Client Engagement Model.
- Prioritizes the distribution of comprehensive total solutions and collaborates with the Sales Onboarding and Training team to ensure client-facing Retirement Solutions associates possess the required skills and readiness to effectively operate within the Integrated Advice Model.
- Owns assigned client-facing Retirement Solutions Associates team’s solutions forecast, leveraging data and insights to develop and implement engagement strategies throughout your markets.
- Coaches and motivates client-facing Retirement Solutions Associates to surpass the integrated solutions goals in their territories, while also identifying productivity enhancements and best practices to share with the team and scale successes.
- Actively involved in case preparation, client meetings, PODs, proficiency calls, and education related to core products within the Client Engagement Model (CEM).
- Ensures the emergence of suitable client solutions by driving adoption across various products such as Retire Plus, RPPM, IRA, proprietary annuities, proprietary funds, and other Retirement solutions.
- Provides input and feedback for product development and distribution while maintaining an expert level of understanding in the products and investments relevant to this role.
- Drives results through strategic engagement by partnering with leadership and relevant stakeholders across the enterprise.
- Collaborates with Leaders to ensure consistent messaging and implementation of integrated solutions.
- Builds and maintains close relationships with client-facing Retirement Solutions associates, provides coaching and guidance within your territory to meet scorecard metrics, participates as a keynote speaker at client seminars, and attends select client meetings to deliver expert-level knowledge on solutions and highlight the benefits of integration.
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) - Multiple Issuers required
- Physical Requirements: Sedentary Work
Career Level
9IC
Required:
- 5+ years of client facing experience within Financial Services
- Series 7 required at the time of application
Preferred:
- 7+ years of client facing experience within Financial Services
- Series 66 or a combination of the series 63 & 65 is required within a120 days from start date
- Demonstrated track record of success
- Strong presentation skills
- Ability to develop strategic plans
- Ability to perform ~ 15% travel
- Experience leading a team/coaching/training
Anticipated Posting End Date:
2026-08-21Base Pay Range: $128,000/yr - $175,000/yrActual 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:
Phone: (800) 842-2755
Email: [email protected]
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.
Skills Required
- 5+ years client-facing experience within Financial Services
- Series 7 registration at time of application
- Life and Health Insurance License (Resident State) - Multiple Issuers
- Expert-level understanding of retirement products and investments (Retire Plus, RPPM, IRA, annuities, proprietary funds)
- University degree
- 7+ years client-facing experience within Financial Services (preferred)
- Series 66 or combination of Series 63 & 65 required within 120 days from start date
- Ability to perform ~15% travel
- Experience leading a team, coaching, and training
- Strong presentation skills
- Demonstrated track record of success
- Ability to develop strategic plans and use data/insights to drive engagement strategies
TIAA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TIAA and has not been reviewed or approved by TIAA.
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Retirement Support — Age-based company retirement contributions of 5% to 12.5% plus a 100% match on the first 3% to the 401(k) and a $750 annual Retirement Healthcare Savings Plan match stand out. Company contributions typically vest after three years, with excess/equalization provisions for higher earners.
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Parental & Family Support — Sixteen weeks of fully paid parental leave and eight weeks of paid caregiver leave are paired with adoption/surrogacy assistance, backup child/elder care, Milk Stork, tutoring, and other caregiving supports. Many benefits begin at hire and are positioned as robust relative to peers.
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Healthcare Strength — Multiple medical plan options (including HSA), dental with 100% preventive coverage, two vision options, life and disability insurance, FSAs, and wellness incentives are detailed. Programs such as fertility support via Progyny and midlife care broaden the offering.
TIAA Insights
What We Do
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. 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. And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.
Why Work With Us
TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.
