National Accounts Associate at TIAA in Charlotte, NC

National Accounts Associate Location: Dallas, TX, USA National Accounts Manager The National Accounts team establishes and maintains relationships with over 450 third-party fund companies that manage investments for TIAA clients. We oversee investment availability across Institutional Retirement, 529, retail Insurance, Brokerage and retail Managed Account platforms, providing both TIAA proprietary products and external options. Our team serves as the central point of contact for investment availability questions and provides solutions to third-party fund companies, external partners, and internal teams including Fund Operations, Product Teams, Sales, Consultant Relations, Relationship Managers, Transition Management, Investment Research Teams, RFP Teams, Compliance and Legal. Key Responsibilities and Duties Lead and prepare preparation of quarterly reporting of key metrics, assets, and revenue, with ongoing focus on improving automation, efficiency and accuracy of reporting processes Manage content for RFP responses Maintain a comprehensive listing of investment options available on our platforms Oversee key contract provisions: trade settlement, large trade notification, prospectus and proxy delivery, 22c-2 Build and maintain relationships with third-party fund company leaders to facilitate collaboration and expedite problem resolution Possess detailed knowledge of selling and service agreements for investments on our platforms Lead efforts working with legal teams to establish agreements and amendments with asset management firms, addressing any contract disputes that arise Mediate and drives resolution for any issues that occur managing the day-to-day activities on the platforms (i.e., trade rejects, outstanding invoices, fund partner requests that impact our clients, implementation issues, corporate actions, etc.). Coordinate monthly communications with fund companies to inform TIAA Wealth Portfolio Managers and Financial advisors about investment products Identify and escalate risks with client requests to prevent disqualification from funds Support calls with clients and consultants to address consultant recommendations, identify gaps, and gather feedback for platform enhancement Collaborate with partners for joint sponsored events, client forums, industry panels, and internal meetings Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63 Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Required Qualifications: Minimum 3 years of Institutional and/or Retail Platform management experience FINRA Series 7 and 63 (can be obtained within 90 days of employment) Preferred Qualifications: 5+ years of Institutional and/or Retail Platform management experience Bachelor's Degree Advanced understanding of TIAA products and platforms Strong understanding of investment products: mutual funds, CITs, annuities Strong knowledge of policies and procedures for offering investments on our platforms Negotiation of selling and servicing agreements and amendments. An understanding of legal agreement structure and the financial impact of the revenue sharing fee arrangements. Advanced understanding of share class and revenue share impacts Comprehensive knowledge of TIAA's business units to represent these platforms to all outside investment firms. Ability to navigate internal subject matter experts and committees to develop new programs and take leadership role in maintaining existing initiatives. Analytical skills for quarterly oversight reporting Ability to represent TIAA at various industry events or symposiums May require travel up to 10-15% for client meetings Strong knowledge of back office or fund operations Advanced relationship development and management Effective partnership identification skills Project management experience Existing relationships with external firms Advanced time management and prioritization skills Related Skills Accountability, Collaboration, Communication, Compliance, Due Diligence, Executive Presence, Influence, Negotiation, Product Opportunity Assessment, Product Strategy/Planning, Relationship Management, Stakeholder Engagement Anticipated Posting End Date: 2026-05-22 Base Pay Range: $95,400/yr - $165,600/yr Actual 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). _____________________________________________________________________________________________________ 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. Additional Locations: Charlotte, NC, USA, Waltham, MA, USA