Head of Wealth Distribution

Head of Wealth Distribution
The Head of Wealth Distribution role reports directly to the Chief Operating Officer (COO) and is a strategic partner in the build-out of TIAA's wealth management and retail offerings in furtherance of our mission of providing more of our clients with the advice that they need. This position is responsible for leading and building the field-based wealth management advisors and a centralized virtual advisory capability responsible for engaging, growing and retaining individual client relationships through the delivery of financial planning and appropriate product solutions. This leader is responsible for achieving advisory growth plans, financial targets, client relationship management, advisor development, advisory regulatory statute compliance and internal business policy adherence.

Key Responsibilities and Duties

• Sets the strategic direction for TIAA Wealth Distribution in line with the enterprise strategy and mission; shape overall TIAA enterprise strategy in concert with fellow Leadership Network members. TIAA’s main differentiator is that we lead with financial planning, ensuring that each client has an industry leading experience, thus bolstering our brand and enabling us to scale the business.
• Partners with Wealth COO to set and implement the strategic direction; with Institutional Distribution to drive referrals and deliver a seamless client experience; with Product Distribution to ensure our products are aligned with distribution to clients; with the Digital and Customer Experience Office to deliver flawlessly to our clients; and with the appropriate Human Resources, Finance, IT, Legal, Risk and Compliance partners to run the business.
• Creates and maintains the infrastructure to appropriately scale the business in support of our growth objectives. Maintains focus on scaling the business responsibly from a financial, regulatory, and efficiency perspective to ensure we are achieving our goals the right way. Takes action as necessary to partner with the Head of Business Operations and Strategic Investments and remediate any regulatory or compliance issues.
• Leads the development and monitoring of key performance indicators to build, manage, and measure a wealth distribution organization.
• Attracts, motivates, develops, and retains diverse talent necessary to ensure the ongoing success of the business and to grow future leaders. Proactively manages the strategy for talent to create and engage the hiring plan to ensure client coverage across the US.
• Cultivates an active external network; investing in building outside relationships in order to collaborate beyond the organization.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 10+ Years Required

FINRA Registrations

• SRC Indicator: Series 7; Series 24

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
14PL

Related 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

Anticipated Posting End Date:

2026-05-06

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 succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

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