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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in financial services and wealth management, focusing on enterprise strategy, lead generation, and referral optimization. Proven ability to manage teams, drive accountability, and foster collaboration across multiple channels.
Highest-signal resume keywords
Financial Services LeadershipLead And Referral Program DesignTeam Management And DevelopmentBusiness DevelopmentClient Relationship Management
About the role
Key responsibilities & impact- Establish enterprise strategy and multi-year roadmap for leads and referrals across all 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
- Hold partners accountable through ongoing governance
- 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 to define and prioritize the multi-year capability and investment roadmap
- Manage a team, including staffing strategy and long-term organizational design
- Build leadership bench strength through structured development and succession planning
- Foster team engagement and accountability
- Own enterprise strategy and long-term operating model for generating, routing, and converting leads and referrals across Wealth & Advice sources and channels
Requirements
What you’ll need- 10+ years in financial services/wealth management solution leadership, with accountability for business results
- Experience designing and scaling lead and referral programs across digital, contact center, and advisor channels
- Experience leading product managers and securing channel adoption of new sales processes and technology
- Related skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
- University degree preferred
- Sedentary work physical requirement
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Financial, emotional, and physical well-being support
- 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
- Hybrid Flex work arrangement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead GenerationReferral OptimizationQuantitative AnalysisSales Process AdoptionPerformance Standards Negotiation
Soft Skills
Consultative CommunicationCollaborationContinuous Improvement MindsetPrioritizes EffectivelyTeam Engagement
Industry Keywords
Wealth ManagementTIAA Products/Services AcumenPractice Management StrategyRetirement Planning SellingChannel Capacity Assessment