Integrated Solutions Director

About this role

Integrated Solutions Director The Integrated Solutions Director enables client-facing Retirement Solutions associates including Market Leaders, Relationship Managers, Field Consulting Directors, and Field Consultants to provide objective and comprehensive advice across the full financial spectrum aligned with the Institutional clients and Individual client's long-term interests. This role understands clients' unique financial objectives identified through the client engagement model. Through one-on-one coaching and collaborative interaction with select clients, this role will deliver comprehensive financial solutions coaching and skill development.

Key Responsibilities and Duties • Educates and coaches client-facing Retirement Solutions associates on TIAA’s core products and tools within the Client Engagement Model.

• Prioritizes the distribution of comprehensive total solutions and collaborates with the Sales Onboarding and Training team to ensure client-facing Retirement Solutions associates possess the required skills and readiness to effectively operate within the Integrated Advice Model.

• Owns assigned client-facing Retirement Solutions Associates team’s solutions forecast, leveraging data and insights to develop and implement engagement strategies throughout your markets.

• Coaches and motivates client-facing Retirement Solutions Associates to surpass the integrated solutions goals in their territories, while also identifying productivity enhancements and best practices to share with the team and scale successes.

• Actively involved in case preparation, client meetings, PODs, proficiency calls, and education related to core products within the Client Engagement Model (CEM).

• Ensures the emergence of suitable client solutions by driving adoption across various products such as Retire Plus, RPPM, IRA, proprietary annuities, proprietary funds, and other Retirement solutions.

• Provides input and feedback for product development and distribution while maintaining an expert level of understanding in the products and investments relevant to this role.

• Drives results through strategic engagement by partnering with leadership and relevant stakeholders across the enterprise.

• Collaborates with Leaders to ensure consistent messaging and implementation of integrated solutions.

• Builds and maintains close relationships with client-facing Retirement Solutions associates, provides coaching and guidance within your territory to meet scorecard metrics, participates as a keynote speaker at client seminars, and attends select client meetings to deliver expert-level knowledge on solutions and highlight the benefits of integration.

Educational Requirements • University (Degree) Preferred

Work Experience • 5+ Years Required; 7+ Years Preferred

FINRA Registrations • SRC Indicator: Series 7; Series 63; Series 65; Series 66

Licenses and Certifications • Life and Health Insurance License (Resident State) - Multiple Issuers required

Physical Requirements • Physical Requirements: Sedentary Work

Career Level 9IC

Required: • 5+ years of client facing experience within Financial Services • Series 7 required at the time of application

Preferred: • 7+ years of client facing experience within Financial Services • Series 66 or a combination of the series 63 & 65 is required within a120 days from start date • Demonstrated track record of success • Strong presentation skills • Ability to develop strategic plans • Ability to perform ~ 15% travel • Experience leading a team/coaching/training

Related Skills

Business Acumen, Channel Management, Collaboration, Commercial Mindset, Consultative Communication, Customer Engagement, Differentiates Value Proposition, Executive Presence, Influence, Market/Industry Dynamics, Project Management, Relationship Management, Sales, Stakeholder Engagement, Strategic Thinking, TIAA Products/Services Acumen

Anticipated Posting End Date: 2026-08-21

Base Pay Range: $128,000/yr - $175,000/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). 

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Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people s

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