Institutional Solutions Director

TIAA

. Coach associates on managing complex institutional client relationships, client decision-making processes, and long-term growth opportunities .

Posted 10/6/2026full-timeFrisco • Texas • United StatesLead💰 $128,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in coaching and developing client-facing associates in institutional retirement and financial services, with a strong focus on relationship management, consultative selling, and strategic initiative adoption. Proven ability to enhance performance through targeted training programs and effective communication skills.

Highest-signal resume keywords

Institutional Retirement ExperienceRelationship ManagementClient ConsultingRFP and Proposal SupportSeries 7 Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative SellingBusiness DevelopmentClient RetentionExecutive PresencePresentation SkillsTerritory ManagementPractice ManagementCoachingFacilitationPerformance Assessment

Soft Skills

CommunicationInfluenceCollaborationLeadershipCoaching

Certifications & Qualifications

Series 7Life and Health Insurance LicenseSeries 66 or Series 63 and 65

Industry Keywords

Institutional SalesClient-Facing LeadershipFinancial ServicesRFIDue DiligenceProposal ResponsePlan SponsorsConsultantsOrganizational Decision-MakersRetirement Solutions

About the role

Key responsibilities & impact

Coach associates on managing complex institutional client relationships, client decision-making processes, and long-term growth opportunities
Provide individual and team coaching on relationship management, consultative selling, client retention, business development, executive presence, presentation skills, territory management, and practice management
Assess capability gaps with business leaders and design targeted development strategies
Facilitate training programs, academies, leadership forums, workshops, role plays, and development sessions
Conduct observations, role plays, coaching sessions, calibration reviews, and performance assessments
Coach associates preparing for and delivering finalist presentations, client reviews, renewal presentations, executive meetings, and high-stakes business development opportunities
Strengthen RFP, RFI, due diligence, and proposal response capabilities with relationship managers and sales professionals
Collaborate across Sales, Product, Marketing, Operations, Human Resources, Compliance, and Learning & Development
Accelerate the performance, capability, and professional development of client-facing associates across Retirement Solutions
Support strategic initiatives across the enterprise

Requirements

What you’ll need

5+ years of experience in institutional retirement, financial services, relationship management, client consulting, institutional sales, or business development
Series 7 required at the time of application
Life and Health Insurance License (Resident State) required
Series 66 or a combination of Series 63 and 65 required within 120 days from start date
7+ years of institutional retirement, relationship management, sales, consulting, or client-facing leadership experience preferred
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 resulting 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%
University degree preferred

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work life offerings
Financial, physical, emotional, and financial well-being support
Future-focused skills and AI tools
Meaningful learning experiences and development pathways
Incentive program linked to performance may be available, including annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans