TIAA

This role manages premier consultant partner firms by providing industry knowledge, Company expertise, identifying growth areas, and building trusted relationships with executive leadership and key contacts. The primary goal is to grow the relationship through new business opportunities, product utilization, and developing comprehensive strategic plans for each firm.

This role manages the strategic and tactical aspects of Premier Consultant Partner Firms, focusing on providing industry knowledge, Company expertise, identifying growth areas, and building trusted relationships with executive leadership and key consultant contacts. Responsibilities include developing comprehensive strategic plans for each firm, driving new business opportunities, product utilization, and ensuring seamless experiences for consultants and clients.

Education Savings Consultant educating on 529 College Savings Plans