Managing Director - Client Leads & Referrals, Wealth Management

About the role

This role owns the enterprise strategy and long‑term operating model for how TIAA generates, routes, and converts leads and referrals across all Wealth & Advice sources and channels. It sets multi‑year direction for the leads and referrals program, shapes collaboration with other business lines on growth, and builds the organizational capability needed to scale the function over time. The role negotiates alignment with senior stakeholders and channel owners across the enterprise, exercises significant judgment in anticipating shifts in client behavior and channel economics, and is accountable for the performance of a team.

Responsibilities

• Establishes the enterprise strategy and multi‑year roadmap for leads and referrals across all TIAA sources and channels, anticipating market and business shifts that will shape future program direction
• Designs and governs the operating model for the program, including decision rights, escalation paths, and performance standards, ensuring alignment with senior stakeholders across the enterprise
• Negotiates goals, metrics, SLAs, and handoff standards with channel owners and business unit leaders, holding partners accountable through ongoing governance
• Directs enterprise‑level assessment of channel capacity and long‑term frameworks for optimizing lead and referral volume, flow, and quality
• Partners with Solutions Design and Technology leadership to define and prioritize the multi‑year capability and investment roadmap supporting the program
• Manages a team, setting staffing strategy and long‑term organizational design for the function
• Builds leadership bench strength through structured development and succession planning, and fosters a culture of engagement, motivation, and accountability across the team
• Manages performance of direct reports through regular, timely feedback and the formal performance review process to ensure high performance

Requirements

• University degree preferred
• 10+ years of wealth management experience required
• Sedentary work
• Career level 11PL

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

Benefits

• Superior retirement program
• Competitive health, wellness, and work‑life offerings

Pay

Base pay range: $240,000/yr – $290,000/yr