Full-time

Managed Account Consultant

Posted by TIAA • June 13, 2026

📍 Charlotte, NC, United States
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Description

**Managed Account Consultant**
This role will be responsible for driving sales, adoption and advisor engagement of TIAA managed account solutions. Acting as a consultative partner with the distribution, coaches and product team, this role focuses on increasing managed account penetration and capturing additional client assets. This role will develop and execute on regional plans and collaborate closely with sales enablement, product and marketing teams. The position requires strong product knowledge, excellent communication skills, and the ability to educate advisors in a competitive marketplace.

**Key Responsibilities and Duties**

+ Proactively call on financial advisors to educate them on Wealth's Managed Accounts investment solutions, with the goal of raising assets under management (AUM).
+ Collaborate with team members and leadership to ensure delivery of exceptional services and support advisor engagement and development.
+ Partner with Wealth's Sales E...

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