Internal Relationship Consultant

Internal Relationship Consultant The Internal Relationship Consultant job partners with TIAA's Individual Advisory Service teams to review prospect client accounts for TIAA Trust Company's Private Asset Management offering and prepare the customized onboarding packet. This job works in a team environment supporting Integrated Solutions Director (ISD) and Regional Internal Investment Consultant (IIC) to drive Managed Account adoption, awareness, and sales success. Key Responsibilities and Duties Supports Integrated Solutions Director and Individual Advisory Service teams in the review and assessment of complex estate plans in relationship to account titling and current asset holdings for high net worth clients to determine appropriate transition to and account opening for TIAA Trust Company / Private Asset Management (“PAM”). Provides written comprehensive case review to Wealth Management Advisor to review with the prospect client during client signature meeting. Provides education to Wealth Management Advisor and Client Relationship Consultant (“IAS Team”) on the PAM onboarding process to set appropriate client account opening and funding expectations. Prepares and presents PAM account onboarding process to their assigned regional Director’s team meetings. Provides ongoing sales support to ISD and IIC in the review of their existing prospect pipeline for their geographical regions in alignment with their individual sales goals. Partners with Portfolio Manager leaders and Trust Administration leaders to proactively obtain pre-assigned Portfolio Managers and Account Officers for our high net worth client and complex cases. Educational Requirements University (Degree) PreferredWork Experience 2 Years Required; 3 Years PreferredPhysical Requirements Physical Requirements: Sedentary Work Career Level 6IC Related Skills Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts Base Pay Range: $57,700/yr. - $87,000/yr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview TIAA Bank, a division of TIAA, FSB, provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers. TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success. Benefits and Total Rewards 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. Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status. Read more about the Equal Opportunity Law here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box

Salary : $57,700 - $87,000