Managing Director - Client Leads & Referrals, Wealth Management

The Wealth Leads & Referrals Leader is responsible for establishing and operationalizing the TIAA leads and referrals program across all sources and channels. The role will be responsible for developing supporting capabilities to optimize the program and partnering with senior stakeholders and channel owners to drive success.

• Reviews current leads and referrals processes across TIAA and develop an enterprise strategy and program to support TW&A growth aspirations
• Designs and operationalizes new program structure and processes, and ensures alignment with key stakeholders
• Partners with stakeholders to define and gain alignment on core elements, e.g. goals, metrics, SLAs, handoffs
• Works with channel owners and other partners to assess channel capacity and manage optimal leads / referrals volume, flows, quality
• Partners with Solutions Design and Technology to define required capabilities
• Manages performance of direct reports through regular, timely feedback as well as the formal performance review process to ensure high performance
• Creates a culture of engagement, motivation and development of the team

• University (Degree) Preferred

• 10+ Years Required

• Physical Requirements: Sedentary Work

Base Pay Range: $267,000/yr - $349,000/yr

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.

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.

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.