Director, Endowments & Foundations - NYC
New York , New York
January 20, 2017
Job Description



Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.


By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.


For more information about TIAA, visit our website.


The Director, Endowments and Foundations role is responsible for the sales planning, development and execution of all Institutional Business in the under $100 million market primarily within the West Coast region of the country.
This role can be located anywhere in the Continental United States.
  • Design and implementation of a comprehensive strategic plan including but not limited to: identifying market opportunities, estimating potential growth, executing sales and promotional strategies to grow market share for Investment
  • Management and Administration Services for Endowments and Foundations and other institutional accounts. This position requires a client and partner centered consultative approach to sales and relationship management throughout the sales cycle.



Relationship Management & Lead Generation
  • Establishes strategic working relationships with client-facing individuals across TIAA including but not limited to, Wealth Management and Individual and Institutional Client Services
  • Responsible for coordinating across product departments to increase participation in TIAA Institutional opportunities
  • Works with clients to develop solutions based upon the institutional needs and objectives of the organization
  • Develops institutional investment management and administration referrals and solutions for current and future clients
  • Develops qualified referrals through various external sources

Coaching, Partnership & Planning
  • Serves as subject matter expert and coach to Wealth Management Advisors and other client-facing roles regarding Institutional investment methodologies and processes
  • Participates in charting sales strategy and direction with the Wealth Management regional leadership team
  • Participates and contributes to internal training & development initiatives and sales meetings across designated region



Minimum Qualifications:
  • Bachelor’s degree
  • Minimum 7 years of experience in a sales/wholesaling capacity working with Institutions
  • Must have Series 7, Investment Advisor Registration (IAR) - Series 63, 65 (or 66).  Preferred Designations Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA)
  • Ability to travel 70%


Desired Qualifications:

  • Superior sales, communication, analytical, negotiation, presentation and closing skills
  • Results driven with the ability to work both independently and in a team environment
  • Expert knowledge of financial and investment markets and investment solutions as applied to the Institutional and/or High Net-Worth segments
  • Current knowledge of technical requirements, complex federal and state laws and regulations applicable to the institutional investment and administration environment
  • Thorough understanding of competitive environment spanning institutional investment management, trust administration and financial services


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


If you need assistance applying due to being visually or hearing impaired, please email Careers Help.
We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.


*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921

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