Institutional Market Leader
TIAA · Houston, TX · 1 mo ago
HybridBusiness Development$122k–$221k/yrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We need to parse the posting.
Content:
- Intro paragraph: "The Institutional Market Leader is a critical role in delivering lifetime income to all. This role is a forward-thinking, commercially minded business and people leader. The Market Leader runs their market with a business mindset, coaching and inspiring client-facing teams to retain, deepen, and grow institutional relationships. By leveraging analytics, financials, and industry knowledge, this role will develop multi-year plans across markets and institutions to drive strategic outcomes. The role will be key to instilling strong sales competence, operational excellence, and consistent practice management to grow the business while delighting the clients and institutions. On average, the Market leader is responsible for approximately $50B AUA, 135 Institutional clients and 250,000 total participants primarily in the higher education market, focusing on existing client base growth through expansion of services, financial planning and client retention."
That's about the role. Could be "About the role" section.
- Then "Key Responsibilities And Duties" list: multiple bullet-like sentences. We'll put under
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We need to parse the posting.
Content:
- Intro paragraph: "The Institutional Market Leader is a critical role in delivering lifetime income to all. This role is a forward-thinking, commercially minded business and people leader. The Market Leader runs their market with a business mindset, coaching and inspiring client-facing teams to retain, deepen, and grow institutional relationships. By leveraging analytics, financials, and industry knowledge, this role will develop multi-year plans across markets and institutions to drive strategic outcomes. The role will be key to instilling strong sales competence, operational excellence, and consistent practice management to grow the business while delighting the clients and institutions. On average, the Market leader is responsible for approximately $50B AUA, 135 Institutional clients and 250,000 total participants primarily in the higher education market, focusing on existing client base growth through expansion of services, financial planning and client retention."
That's about the role. Could be "About the role" section.
- Then "Key Responsibilities And Duties" list: multiple bullet-like sentences. We'll put under Responsibilities
with - each.
- Then "Educational Requirements University (Degree) Preferred Work Experience 10+ Years Required FINRA Registrations SRC Indicator: Series 7; Series 24 Physical Requirements Physical Requirements: Sedentary Work Career Level 11PL Preferred Experience Business Development and Relationship Management leadership experience in a recordkeeping business preferred.Leadership experience in a similarly sized market of 100 clients and $100B in AUA preferred.Demonstrated track record of growing assets and number of clients.Chicago, IL; Frisco, TX; Houston, TX; Phoenix, AZ preferred; other locations could be considered."
That's qualifications/requirements. We'll put under
Requirements
maybe includes Education, Experience, Certifications, Physical, Career level, Preferred location.
- Then "Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling"
That's skills. We'll put under Skills
with list.
- Then "Anticipated Posting End Date: 2026-09-29 Base Pay Range: $122,000/yr - $221,000/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)."
We have Pay info: base pay range and mention of incentive. So we can include Pay
with that info.
- Benefits: There's a Benefits And Total Rewards section later: "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."
That's benefits content. So include Benefits
with that paragraph.
- Schedule: Not mentioned. No schedule info. So we omit.
- Also there is company overview etc. Should we include? The instruction: "Prefer a few substantive sections over many thin ones." Could include About the role (intro), Responsibilities, Requirements, Skills, Benefits, Pay. Possibly also "About the company" but not required as heading list didn't include company overview. The allowed headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Qualifications maybe similar to Requirements. We have Requirements already. Could also have Qualifications but we can combine.
We must not repeat job title as heading. No Job ID etc.
We must remove boilerplate: EEO, accessibility, drug policy, privacy notices, etc. Also remove duplicated lines (there's a duplicate of Preferred Experience etc). We'll keep only one.
We must preserve all substantive information; do not invent or summarize away detail. So we need to keep specifics: $50B AUA, 135 Institutional clients, 250,000 participants, higher education market, etc. Keep responsibilities list exactly as given (but we can split into bullet items). Must not lose any detail.
Let's extract responsibilities sentences:
"Leads an integrated team of client-facing associates through a transformative approach, emphasizing influence, collaboration, and commitment to the mission.
Inspires and empowers individuals in order to drive superb commercial performance and delight to the client.
Accountable for retaining, deepening, and growing relationships with existing retirement clients and consultants and delivering added value across the full suite of TIAA products / solutions.
Develop and formulate multi-year plans to drive and achieve strategic outcomes across markets and institutions.
Cultivates strong client relationships (brokers and consultancies as well as clients and members) for dependable, long-term growth.
Deepens relationships with key decision-makers.
Leads with an organization-wide, client-centric, and people-oriented perspective.
Lead in fostering a collaborative culture across TIAA by breaking down silos, integrate cross-functional team, promoting best practices, and creating a more collaborative and dynamic market-facing team.
Builds high performing teams; drives accountability for business outcomes and provides regular feedback and coaching to support team members in not only meeting, but surpassing their goals."
We'll make each a - .
Now Requirements/Educational etc:
"Educational Requirements University (Degree) Preferred
Work Experience 10+ Years Required
FINRA Registrations SRC Indicator: Series 7; Series 24
Physical Requirements Physical Requirements: Sedentary Work
Career Level 11PL
Preferred Experience Business Development and Relationship Management leadership experience in a recordkeeping business preferred.
Leadership experience in a similarly sized market of 100 clients and $100B in AUA preferred.
Demonstrated track record of growing assets and number of clients.
Chicago, IL; Frisco, TX; Houston, TX; Phoenix, AZ preferred; other locations could be considered."
We need to preserve all. We'll format as list items maybe.
Skills list: "Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling"
We'll split by commas.
Pay: "Anticipated Posting End Date: 2026-09-29 Base Pay Range: $122,000/yr - $221,000/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)."
We'll keep that as paragraph.
Benefits: "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."
We'll keep as paragraph.
Now About the role: The initial paragraph plus maybe the sentence about average responsibility. We'll combine.
Let's craft HTML:
About the role
The Institutional Market Leader is a critical role in delivering lifetime income to all. This role is a forward-thinking, commercially minded business and people leader. The Market Leader runs their market with a business mindset, coaching and inspiring client-facing teams to retain, deepen, and grow institutional relationships. By leveraging analytics, financials, and industry knowledge, this role will develop multi-year plans across markets and institutions to drive strategic outcomes. The role will be key to instilling strong sales competence, operational excellence, and consistent practice management to grow the business while delighting the clients and institutions. On average, the Market leader is responsible for approximately $50B AUA, 135 Institutional clients and 250,000 total participants primarily in the higher education market, focusing on existing client base growth through expansion of services, financial planning and client retention.
Responsibilities
- Leads an integrated team of client-facing associates through a transformative approach, emphasizing influence, collaboration, and commitment to the mission.
- Inspires and empowers individuals in order to drive superb commercial performance and delight to the client.
- Accountable for retaining, deepening, and growing relationships with existing retirement clients and consultants and delivering added value across the full suite of TIAA products / solutions.
- Develop and formulate multi-year plans to drive and achieve strategic outcomes across markets and institutions.
- Cultivates strong client relationships (brokers and consultancies as well as clients and members) for dependable, long-term growth.
- Deepens relationships with key decision-makers.
- Leads with an organization-wide, client-centric, and people-oriented perspective.
- Lead in fostering a collaborative culture across TIAA by breaking down silos, integrate cross-functional team, promoting best practices, and creating a more collaborative and dynamic market-facing team.
- Builds high performing teams; drives accountability for business outcomes and provides regular feedback and coaching to support team members in not only meeting, but surpassing their goals.
Requirements
- Educational Requirements: University (Degree) Preferred
- Work Experience: 10+ Years Required
- FINRA Registrations: SRC Indicator: Series 7; Series 24
- Physical Requirements: Sedentary Work
- Career Level: 11PL
- Preferred Experience: Business Development and Relationship Management leadership experience in a recordkeeping business preferred.
- Preferred Experience: Leadership experience in a similarly sized market of 100 clients and $100B in AUA preferred.
- Preferred Experience: Demonstrated track record of growing assets and number of clients.
- Preferred Locations: Chicago, IL; Frisco, TX; Houston, TX; Phoenix, AZ preferred; other locations could be considered.
Skills
- Accountability
- Business Acumen
- Business Development
- Client Relationship Management
- Commercial Mindset
- Communication
- Financial Markets Impact
- Inspires Others
- Negotiation
- Problem Solving
- Relationship Management
- Retirement Planning Selling
Pay
Ant
Requirements
maybe includes Education, Experience, Certifications, Physical, Career level, Preferred location. - Then "Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling" That's skills. We'll put underSkills
with list. - Then "Anticipated Posting End Date: 2026-09-29 Base Pay Range: $122,000/yr - $221,000/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)." We have Pay info: base pay range and mention of incentive. So we can includePay
with that info. - Benefits: There's a Benefits And Total Rewards section later: "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." That's benefits content. So includeBenefits
with that paragraph. - Schedule: Not mentioned. No schedule info. So we omit. - Also there is company overview etc. Should we include? The instruction: "Prefer a few substantive sections over many thin ones." Could include About the role (intro), Responsibilities, Requirements, Skills, Benefits, Pay. Possibly also "About the company" but not required as heading list didn't include company overview. The allowed headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Qualifications maybe similar to Requirements. We have Requirements already. Could also have Qualifications but we can combine. We must not repeat job title as heading. No Job ID etc. We must remove boilerplate: EEO, accessibility, drug policy, privacy notices, etc. Also remove duplicated lines (there's a duplicate of Preferred Experience etc). We'll keep only one. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep specifics: $50B AUA, 135 Institutional clients, 250,000 participants, higher education market, etc. Keep responsibilities list exactly as given (but we can split into bullet items). Must not lose any detail. Let's extract responsibilities sentences: "Leads an integrated team of client-facing associates through a transformative approach, emphasizing influence, collaboration, and commitment to the mission. Inspires and empowers individuals in order to drive superb commercial performance and delight to the client. Accountable for retaining, deepening, and growing relationships with existing retirement clients and consultants and delivering added value across the full suite of TIAA products / solutions. Develop and formulate multi-year plans to drive and achieve strategic outcomes across markets and institutions. Cultivates strong client relationships (brokers and consultancies as well as clients and members) for dependable, long-term growth. Deepens relationships with key decision-makers. Leads with an organization-wide, client-centric, and people-oriented perspective. Lead in fostering a collaborative culture across TIAA by breaking down silos, integrate cross-functional team, promoting best practices, and creating a more collaborative and dynamic market-facing team. Builds high performing teams; drives accountability for business outcomes and provides regular feedback and coaching to support team members in not only meeting, but surpassing their goals." We'll make each aAbout the role
The Institutional Market Leader is a critical role in delivering lifetime income to all. This role is a forward-thinking, commercially minded business and people leader. The Market Leader runs their market with a business mindset, coaching and inspiring client-facing teams to retain, deepen, and grow institutional relationships. By leveraging analytics, financials, and industry knowledge, this role will develop multi-year plans across markets and institutions to drive strategic outcomes. The role will be key to instilling strong sales competence, operational excellence, and consistent practice management to grow the business while delighting the clients and institutions. On average, the Market leader is responsible for approximately $50B AUA, 135 Institutional clients and 250,000 total participants primarily in the higher education market, focusing on existing client base growth through expansion of services, financial planning and client retention.
Responsibilities
- Leads an integrated team of client-facing associates through a transformative approach, emphasizing influence, collaboration, and commitment to the mission.
- Inspires and empowers individuals in order to drive superb commercial performance and delight to the client.
- Accountable for retaining, deepening, and growing relationships with existing retirement clients and consultants and delivering added value across the full suite of TIAA products / solutions.
- Develop and formulate multi-year plans to drive and achieve strategic outcomes across markets and institutions.
- Cultivates strong client relationships (brokers and consultancies as well as clients and members) for dependable, long-term growth.
- Deepens relationships with key decision-makers.
- Leads with an organization-wide, client-centric, and people-oriented perspective.
- Lead in fostering a collaborative culture across TIAA by breaking down silos, integrate cross-functional team, promoting best practices, and creating a more collaborative and dynamic market-facing team.
- Builds high performing teams; drives accountability for business outcomes and provides regular feedback and coaching to support team members in not only meeting, but surpassing their goals.
Requirements
- Educational Requirements: University (Degree) Preferred
- Work Experience: 10+ Years Required
- FINRA Registrations: SRC Indicator: Series 7; Series 24
- Physical Requirements: Sedentary Work
- Career Level: 11PL
- Preferred Experience: Business Development and Relationship Management leadership experience in a recordkeeping business preferred.
- Preferred Experience: Leadership experience in a similarly sized market of 100 clients and $100B in AUA preferred.
- Preferred Experience: Demonstrated track record of growing assets and number of clients.
- Preferred Locations: Chicago, IL; Frisco, TX; Houston, TX; Phoenix, AZ preferred; other locations could be considered.
Skills
- Accountability
- Business Acumen
- Business Development
- Client Relationship Management
- Commercial Mindset
- Communication
- Financial Markets Impact
- Inspires Others
- Negotiation
- Problem Solving
- Relationship Management
- Retirement Planning Selling
Pay
Ant