Core Product Lead Deployment

Core Product Lead Deployment The Core Product Lead Deployment role is supports the management of our centralized lead deployment process we utilize to deliver prioritized leads associates can use to engage with the right clients at the right time to retain and grow client relationships. Under limited supervision, the role works with key business partners from across the enterprise to design, develop and deploy leads in a consistent, scalable, and efficient manner. The role is responsible for intaking, refining, and working with partners to evaluate lead ideas, to prepare and package leads for delivery, to prepare teams to execute on the leads they receive, and to monitor key success metrics. Key Responsibilities and Duties Supports the full end-to-end process which begins with intaking each idea and closes with the evaluation of its success. Completes a 2-step intake analysis on all lead ideas and actively manages the complete pipeline through each step. Utilizes repeatable processes to engage with key partners throughout the construction of the lead list (i.e. clients to engage), and ensures proper suppressions are applied to the development of each list. Works with line of business client facing teams to determine recipients of leads and capacity, and prepares the leads to be deployed through the enterprise CRM system to the appropriate team at the agreed upon time. Partners with enablement teams to ensure associates receiving leads understand what they are receiving, why, when, and the expected client conversation. Partners with enablement teams to monitor progress, adoption trends, and to determine continued education or communication needs. Partners with analytics to ensure lead dashboards are updated and each lead is tracked so we can determine its success or failure. Communicates results to business partners and uses those results to inform future intake requests. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Required Qualifications: 3+ years financial services experience Preferred Qualifications: 5+ years financial services experience University degree Strong proficiency in Excel (Pivot tables, data filters, VLOOKUP's, etc) Previous experience in PowerPoint slide creation Previous experience in Salesforce CRM Demonstrated experience in problem solving, project management, team collaboration, and influencing without authority across team lines. Strong organizational skills Related Skills Accountability, Business Acumen, Change Management, Collaboration, Continuous Improvement Mindset, Influence, Negotiation, Organizational Savviness, Project Management, Relationship Management, Stakeholder Engagement, Story Telling, Strengthens TIAA Product/Service Positioning, Technical Training Anticipated Posting End Date: 2026-10-09 Base Pay Range: $79,100/yr - $116,000/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. 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