National Plan Level Events - Senior Financial Consulting Director And Process Owner

TIAA Jobs

Base: $131,200pyr - $233,600pyr; bonus/equity: pyr...
8+ years financial consulting experience
Series 7, 63, 65, 66, 24 finra registrations
Strategic coordination of plan level events
The role supervises professional Financial Consultants to provide comprehensive financial planning advice across the organization's product spectrum

Job Summary

  • The role supervises professional Financial Consultants to provide comprehensive financial planning advice across the organization's product spectrum.
  • Key responsibilities include making Go/No-Go decisions on Plan Level Events based on financial impact and strategic alignment while managing cross-functional teams.
  • TIAA offers a competitive compensation package including base salary, performance-linked incentives, and a comprehensive benefits program focused on employee well-being.

Matching Summary

The role supervises professional Financial Consultants to provide comprehensive financial planning advice across the organization's product spectrum.

Salary

Base: $131,200/yr - $233,600/yr; Bonus/Equity: Participation in incentive programs linked to performance; Benefits: Comprehensive Total Rewards package including retirement and health offerings

Skills & Requirements

Must-have

  • 8+ years financial consulting experience
  • Series 7, 63, 65, 66, 24 FINRA registrations
  • Strategic coordination of plan level events
  • Salesforce and IR Airport data analysis
  • Cross-functional team orchestration

Nice-to-have

  • Executive communication skills
  • Public speaking and webinar facilitation
  • Continuous process improvement mindset
  • Strong relationship management with business units

Key Requirements

  • University degree required
  • 8+ years work experience (10+ preferred)
  • FINRA Series 7, 63, 65, 66, 24 registrations

Work Rights

Not specified

Tailored Resume

Cover Letter