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Managed Account Consultant at TIAA - ApplyBlast

Managed Account Consultant

TIAA

4 months ago

3.6 on Glassdoor

Frisco, TX

Onsite

Full Time

Senior

0 applicants

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About this role

A Managed Account Consultant at TIAA acts as a consultative partner to financial advisors, driving sales and adoption of managed investment solutions to increase assets under management. The role involves developing regional business plans, delivering product education, and managing advisor relationships within assigned territories. Collaboration with sales enablement, product, and marketing teams is essential to execute growth strategies and capture additional client assets.

Responsibilities

Educate financial advisors on Wealth's Managed Accounts investment solutions
Execute regional business plans to drive managed account penetration
Develop and maintain strong relationships with key advisor clients
Deliver compelling product presentations and education sessions
Track sales activity and pipeline within CRM systems

Skills

Qualifications

Series 7 LicenseSeries 63 LicenseSeries 65 or Series 66 LicenseBachelor's Degree Preferred7+ Years Financial Services Experience Preferred

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.