Virtual Financial Consulting Director

📋 Description

• • The Virtual Financial Consulting Director supervises professional-level Financial Consultants who provide financial planning advice to in-plan participants, new entrants, prospects, beneficiaries, and their legal and financial representatives across the organization’s full range of products and services.
• • Day-to-day responsibilities include monitoring consultant responses to participant inquiries on pension plans, tax-deferred annuities, and investment options; educating and facilitating new product purchases such as retail mutual funds, annuities, IRAs, 529 and 403(b) plans, bank products, and life insurance; guiding employees in handling complex or escalated client interactions; ensuring team members maintain up-to-date knowledge of tax and investment strategies; collaborating with cross-business partners to develop and implement client-focused services; and maintaining strong relationships with Institutional Plan Sponsors.
• • TIAA is a market-leading retirement company with over 100 years of experience helping educators and millions of Americans achieve financial security in retirement. The organization combines world-class asset management with a mission-driven culture focused on client impact, innovation, and associate development, supported by values such as Champion Our People, Be Client Obsessed, and Win As One.
• • In this role, the individual can develop leadership and coaching expertise, deepen institutional retirement and financial planning knowledge, strengthen client relationship management skills, influence product and service strategy, and advance their career through TIAA’s commitment to associate growth and development pathways.