Managing Director – Client Leads & Referrals, Wealth Management

TIAA

. Establish enterprise strategy and a multi-year roadmap for leads and referrals across TIAA sources and channels .

Posted 9/16/2026full-timeNew York City • New York • United StatesSenior💰 $240,000 - $290,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in wealth management, with a focus on establishing enterprise strategies and multi-year roadmaps. Proven ability to design operating models, negotiate performance metrics, and optimize lead and referral processes.

Highest-signal resume keywords

Wealth Management ExperienceEnterprise Strategy DevelopmentOperating Model DesignTeam ManagementClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business DevelopmentQuantitative AnalysisRetirement Planning SellingSalesTIAA Products/Services Knowledge

Soft Skills

LeadershipEngagementMotivationAccountabilityDevelopment

Industry Keywords

Channel Capacity AssessmentLead OptimizationReferral ManagementPerformance StandardsSuccession Planning

About the role

Key responsibilities & impact

Establish enterprise strategy and a multi-year roadmap for leads and referrals across TIAA sources and channels
Design and govern the program operating model, including decision rights, escalation paths, and performance standards
Negotiate goals, metrics, SLAs, and handoff standards with channel owners and business unit leaders
Direct enterprise-level assessment of channel capacity and frameworks for optimizing lead and referral volume, flow, and quality
Partner with Solutions Design and Technology leadership on the capability and investment roadmap
Manage staffing strategy and long-term organizational design for the function
Build leadership bench strength through development and succession planning
Foster engagement, accountability, motivation, and development across the team
Review current leads and referrals processes and operationalize the TIAA Wealth & Advice program
Manage direct-report performance through feedback and formal reviews

Requirements

What you’ll need

10+ years of wealth management experience
University degree preferred
Knowledge of business development, client relationship management, practice management strategy, quantitative analysis, retirement planning selling, sales, TIAA products/services, and wealth management
Ability to establish enterprise strategy and multi-year roadmaps
Ability to design and govern operating models
Ability to negotiate goals, metrics, SLAs, and handoff standards
Ability to assess channel capacity and optimize lead/referral volume, flow, and quality
Experience partnering with Solutions Design and Technology leadership
Experience managing teams and developing organizational design
Physical requirement: Sedentary Work

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work life offerings
Meaningful learning experiences and development pathways
Incentive program linked to performance, depending on the role