TIAA Team Manager, Advice and Investment Services in Lewisville, Texas



As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

To be difference makers.

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The Manager, Advice & Investment Services (AIS) will lead a team of phone-based advisors located in our Dallas regional office. This team is charged with promoting the distribution of TIAA products and services to individual investors. Reporting to the Director of the Direct Contact Center, this team supports Brokerage, IRA, Life Insurance, and Pension product offerings as part of the Retail Financial Services business. The AIS organization is composed of approximately 70 licensed financial professionals who primarily interact with customers via inbound/outbound phone calls. This position will oversee one the Dallas site’s AIS teams with a focus on coaching, supervision, and sales effectiveness for the team to ensure a world-class service delivery experience for our clients.


  • Lead 12-18 consultants who deliver phone-based sales and servicing solutions to TIAA’s core segment of customers. Hold ongoing performance evaluations & coaching sessions; review operating results; drive leadership messaging.

  • Promote and foster an engaged workforce with a customer-centric culture that aligns to TIAA’s core set of values.

  • Demonstrate expert-level understanding of how TIAA products and services align with client needs. Implement sales strategies that encompass both inbound & outbound tactics.

  • Develop and execute upon a detailed business plan, promote customer solution excellence, and prudent solution delivery

  • Function as the regulatory principal for a group of registered individuals; responsible for risk management and compliance oversight for the team.

  • Operates well in a fast-paced environment: self-starter, ability to execute without significant oversight, and ability to juggle multiple priorities.

  • Deep understanding of retirement, investment and insurance products; remains informed of changes in the industry landscape and regulatory environment.

  • Excellent communication skills, with leaders and peers, facilitation, interpersonal and collaborative skills. Maintains strong attention to detail; possesses the ability to anticipate and manage through change; exceptional planning abilities.

  • Must obtain FINRA Series 24 and Series 66 within 120 days



  • FINRA Series 7

  • 5 years of call center experience focused on customer service and financial services sales


  • A bachelor’s degree/or equivalent combination of education and experience. Master’s degree a plus.

  • Active FINRA Series 24 and Series 66

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law at .

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This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


Job: Client Services

Primary Location: TX-Lewisville

Req ID: 1711531