Provides direction, guidance and possesses the ability to influence business partners in a positive manner. Increase and maintain TIAA-CREF business by establishing, expanding and maintaining relationships with participants by guiding them to the appropriate sales or retention solution Responsible for asset consolidation or retention activities, including recommendations and allocations for selected participants providing clients with a single point of contact during the sales process Metrics include meeting revenue growth or retention goals, objectivity, distinctiveness and productivity standards, and effective use of available resources to deliver appropriate client focused solutions Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems.Excellent knowledge of internal operations, policies and procedures.Strong analytical skills with the proven ability to analyze business problems and make decisions.

Professional designation strongly desired: CFP, CLU, ChFC, etc.Expert knowledge of financial planning concepts including a broad knowledge of TIAA-CREF products.Excellent ability to work under own initiative and tight deadlines.Work closely with the business to develop, recommend and establish strategies, plans, and processes to improve profitability and cost efficiencies.

Strong communication skills, highly analytical and well organized.

Comfortable in dealing with and resolving ambiguity

Learns quickly and able to summarize findings into reports for management and stakeholder consumption.

Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.

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