Institutional Sales Director – Growth Market
At a glance
Director-level Growth Marketing role at Tiaa. Remote, United States · full-time · $100,000–$157,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Build a territory plan and keep a qualified pipeline moving toward asset and sales targets
- Find promising nonprofit segments, rank prospects, and track RFPs, finalist bids, close rates, and forecasts in CRM
- Uncover sponsor needs, shape tailored sales approaches, present the small- and mid-market offer, and lead meetings
- Run proposals and finalist presentations, negotiate terms, secure internal approvals, then hand wins to implementation
- Develop advisor and consultant coverage, earn referrals and RFP invitations, and pursue prospects jointly with partners
What you bring
- At least five years of relevant work experience, with seven or more preferred
- Series 6 or 7 and Series 63 registrations, plus resident and applicable non-resident life insurance licenses
Who this fits
This individual-contributor director role suits an experienced institutional seller comfortable managing many opportunities and building intermediary relationships. Frequent travel across an assigned region is a core part of the job. The role is listed as remote and based in New York.
From the employer
The Institutional Sales Director – Growth Market will be responsible for driving new retirement plan sales and market-share growth across the nonprofit marketplace. This is a high-volume institutional sales role focused on originating, developing, and closing retirement plan opportunities across healthcare, higher education, associations, private education, foundations, cultural institutions, research organizations, and other tax-exempt and mission-driven organizations.
The role will combine direct and focused intermediary distribution, including retirement plan consultants, RIAs, advisors, aggregators, and other centers of influence. Success will require disciplined territory management, significant prospecting activity, strong intermediary relationships, efficient sales execution, and the ability to manage a large pipeline of opportunities simultaneously.
Key Responsibilities and Duties
Territory & Pipeline Management
- Develop and execute an annual territory growth plan
- Build and maintain a significant pipeline of qualified opportunities
- Achieve asset production and sales goals
- Identify and prioritize nonprofit market segments with the greatest growth potential and strongest right-to-win
- Maintain accountability for pipeline health, RFP activity, finalist opportunities, close rates, and assets sold
- Maintain accurate opportunity information and forecasts in CRM
- Support broader efforts to expand TIAA's presence beyond traditional higher-education relationships
Direct Sales Execution
- Conduct prospect discovery and identify sponsor priorities and retirement plan objectives
- Develop opportunity-specific sales strategies
- Present TIAA's small/mid-market value proposition to prospects and sponsors
- Coordinate pricing and proposal development with internal partners
- Lead sponsor and intermediary sales meetings
- Manage RFP and proposal processes; lead finalist presentations
- Negotiate appropriate business terms
- Coordinate internal approval and business acceptance processes
- Transition successful sales into implementation
Intermediary Distribution Strategy
- Build a defined intermediary coverage plan across the assigned territory
- Identify and segment high-producing advisors, consultants, and firms by opportunity potential
- Establish and maintain regular engagement with priority intermediary partners
- Educate intermediaries on TIAA's small-market capabilities and modern recordkeeping solution
- Generate referrals and RFP invitations through intermediary relationships
- Develop joint prospecting initiatives with intermediary partners
- Participate in advisor and consultant meetings and support intermediary education/training
- Maintain disciplined follow-up and ongoing relationship management with intermediary partners
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 6 or 7; Series 63
Licenses and Certifications
- Life Insurance License (Resident State) required
- Life Insurance License (Non-Resident State for states in which associate is conducting business) required
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
8IC
This role requires extensive travel within an assigned region - Northeast, Mid-Atlantic, South, Midwest, Southwest, or Northwest - to support business development and expand our opportunity base. Candidates should be prepared for frequent regional travel as a core function of this position.
Related SkillsBusiness Acumen, Business Development, Commercial Mindset, Consultative Communication, Customer Insights, Deals Strategy, Influence, Market/Industry Dynamics, Negotiation, Practice Management Strategy, Sales, Sales Planning, Story TellingAnticipated Posting End Date:
2026-12-07Base Pay Range: $100,000/yr - $157,000/yrActual 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
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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