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Wealth Distribution Workplace Optimization - Field Director

New York, New York
$136,700/yr. - $192,800/yr.
Closing date
Apr 24, 2024

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary

Job Details

Wealth Distribution Workplace Optimization
The Wealth Distribution Workplace Optimization Field Director works on a team that is responsible for executing the design and occupancy property strategy for wealth distribution. The role will report into the Sr. Director, Wealth Distribution Workplace Optimization, will be assigned to a region, and will work with a team of field directors and the enterprise Real Estate Strategy and Facilities Management teams to manage lease transactions and administration and ensure that workplace physical environments align with TIAA's overall space strategy to drive associate productivity and job satisfaction to maximize associate experience and efficiency.

Key Responsibilities and Duties
  • Interact with regional wealth distribution leaders and the Head of Workplace Optimization to understand business needs and space challenges.
  • Able to efficiently generate analysis of needs in their assigned region against broader business objectives which will help to provide financial view to ensure alignment with enterprise strategy and expected results.
  • Effectively partners with workplace optimization team members in other regions, with leaders, and staff assigned to their region and with the real estate strategy and facilities management teams to accomplish goals.
  • Maintains budgets for assigned projects, working to stay within guidelines and allowances.
  • Develops a regular cadence with the Head of Workplace Optimization and other team members to provide status updates, challenges, and variances to budgets on assigned projects.
  • Supports implementation of new leasing and renewal projects, working closely with the Head of Workplace Optimization on the negotiations associated with leases and lease administration, along with aligning with construction and facilities teams on occupancy and design perspective for all assigned existing and upcoming offices.

Educational Requirements
  • University (Degree) Preferred

Work Experience
  • 5+ Years Required; 7+ Years Preferred

Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level

  • 7+ years of preferred experience includes:
    • Demonstrated Workplace/Real Estate Planning experience on executing Retail/Office Real Estate projects
      • Leasing/Transaction management experience including site identification, negotiation and term sheet experience, and market analysis
      • Design and construction experience including working with architecture teams designing space test fits and construction/facilities teams coordinating construction through turnover activities.
    • Project Management and coordination of real estate activities related to turnover of new office openings, closures, and BAU management of real estate portfolio needs
    • Strong relationship management skills and ability to influence senior leadership workplace decisions
    • Financial and business analysis, location strategy, data/analytics, and executive presentation skills
    • Track record of progressive leadership development with increased responsibility in each role
    • Ability to travel up to 50%

Location: This position is deemed Hybrid Flex which means this position will not be a fully remote position but will allow for some flexibility. We will advertise 3 positions in total based on geography. This position will be associated with the following TIAA metropolitan marketplaces or offices : New York City; Charlotte, NC; Atlanta, GA; Chicago, IL; Dallas/Frisco, TX; Tampa, FL

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

Anticipated Posting End Date:

Base Pay Range: $136,700/yr. - $192,800/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

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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/Affirmative Action Employer. We 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 protected status.

Read more about the Equal Opportunity Law 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


Privacy Notices

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