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Retention Manager

Lewisville, TX

Responsible for leading a team of Retention and Engagement 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. Retention & Engagement Consultants work 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 and Engagement Consultants

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Ensure team’s quality interactions with existing and prospective clients

  • Responsibility for Retention and Engagement consultant’s accuracy of information and advice through regular and consistent review of Call Reviews, 1:1’s, training and team meetings.

  • Qualifications

    • 5 Years Required; 7 Years Preferred

    • University (Degree), Preferred

    FINRA Registrations

    • SRC Indicator: Series 7; Series 63; Series 65 or Series 66; Series 24

    Physical Requirements

    • Physical Requirements: Sedentary Work

    Licenses and Certifications

    • Life and Health Insurance License (Resident State) - Multiple Issuers preferred

    Career Level

    • Ability to effectively manage and develop a high performing team to meet business goals while maintaining solid internal business partner relationships
    • Proven experience working effectively with Continuous Improvement and project management
    • Proven experience in coaching and career development
    • Detailed understanding of financial planning industry
    • Detailed knowledge of TIAA products and services, as well as competitor’s products and services

    Potential Salary:

    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). 


    Company Overview

    TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

    COVID-19 Vaccination

    TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

    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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

    Read more about the Equal Opportunity Law 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


    Privacy Notices

    For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

    For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

    For all other residents, click here to access the Applicant Privacy Notice.

    Job ID: 1003b7031c67d502ab0d039e50c9e836de5b9a11c805633b3bb2a10d193dbb81
    Employment Type: Other