Charlotte, North Carolina, United StatesOn-sitePosted 9 hours ago
Finance & Banking
About the Role
TIAA seeks a senior leader to own the enterprise strategy for leads and referrals across Wealth & Advice sources. You will shape multi-year roadmaps, govern operating models, and align senior stakeholders across channels to drive scalable growth and performance.
The role requires 10+ years in financial services with demonstrated ability to influence senior leaders, design scalable referral programs, and lead product managers through adoption of new sales processes and technology.
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What You'll Do
TIAA seeks a senior leader to own the enterprise strategy for leads and referrals across Wealth & Advice sources.
You will shape multi-year roadmaps, govern operating models, and align senior stakeholders across channels to drive scalable growth and performance.
The role requires 10+ years in financial services with demonstrated ability to influence senior leaders, design scalable referral programs, and lead product managers through adoption of new sales processes and technology.
