Client Retention Manager

Job description preview

From TIAA’s original posting

Responsible for leading a team of Retention Consultants who work with clients who have indicated intent to transfer funds from TIAA, for purposes other than income, and reactively engage clients with advisory services through triage of business partner referrals. The Retention Consultant team works with clients to resolve their questions, educate regarding investment and income options, facilitate transfers, and position TIAA planning and solutions when appropriate. Key Responsibilities and Duties • Oversight for Compliance of Supervisory Policies/Procedures and teams • Adherence to FINRA, SEC and state Insurance Department regulations. • Oversight, coaching, development, performance management, and other supervisory tasks of a team of licensed and registered Retention Consultants. • Ensure team’s quality interactions with existing and prospective clients. • Responsibility for Retention Consultant’s accuracy of information and advice through regular and consistent review of call reviews, 1:1’s, training, and team meetings. Educational Requirements • University (Degree) PreferredWork Experience • 5+ Years Required; 7+ Years PreferredFINRA Registrations • SRC Indicator: Series 7;…