Daniel Conmy Email & Phone Number

New York, Ny, Us

Drive and deploy strategy across Higher Education Sales in the Mid-Atlantic region. Build relationships with plan consultants and key influencers to better meet long-term needs of large institutional clients.Lean on deep experience across all areas of TIAA to inform strategy, build connections and prepare the right team for the right institution, delivering best-in-class support and guidance for institutional clients.Introduce new products and services to institutions, thinking through TIAA’s collaboration and support to nourish longstanding relationships and drive new business development.Key responsibilities include:● partnering with all individuals working to support institutional relationships, including plan consultants, influencers and other stakeholders● helping to facilitate competitive process, driving opportunities to better serve institutional partners● strategically reviewing institutional behaviors, needs and opportunities to nurture long-term relationships

Jacksonville, Florida, Us

Led talented team of Bank Sales Integration Directors who collaborate with and coach regional business unit client-facing personnel to identify banking opportunities and potential solutions. Managed Workplace Banking Team collaborating with and coaching relationship managers, wealth management advisors and financial consultants to generate awareness regarding the Workplace Banking offering, identify opportunities and potential solutions. Created and deployed strategy:● for client-facing teams driving Bank deposit referral ● for client-facing teams delivering lending referral volume ● to drive awareness of Workplace Banking Program and participant adoption

Member of bank executive leadership team reporting to CEO. Served as key sales leader and business liaison to Institutional channel. Drove customer acquisition, increased utilization and product per customer for current and future Bank products and services. Developed, implemented and tracked comprehensive strategy to increase loan originations, deposits, assets under management and other forms of engagement participation through existing and new sales channels. Additional leadership responsibilities included:● effective training, coaching and performance evaluation of all wholesalers and relationship managers● managing relationships between Bank and Institutional teams● serving as subject matter expert and coach to client-facing teams● establishing strategic working relationships with client-facing teams in Individual Advisory Services, National Contact Center, Financial Consulting Group and other networks● managing Mortgage Loan Sales Team of 15 mortgage loan officers, 2 managers and 1 business manager

New York, Ny, Us

Supported the Chief Executive Officer and collaborated with the Office of the CEO and Executive Management Team. Coordinated and participated in Institutional meetings with the CEO in partnership with Institutional Relationship Teams, Financial Consulting Group, Individual Advisory Services, Sales Team, Consultant Relations, Covariance, TFI and Government Relations to ensure maximized benefits and results from meetings with influencers, C-Suite and government officials. Collaborated with Corporate Communications on internal and external communications from the CEO. Built cross-functional relationships with key stakeholders including Executive Management Team and Senior Leadership Team, driving initiatives from all parts of the enterprise to completion. Select highlights include:● Contingent Workforce Optimization: Focus Area lead for contingent worker EMMET project along with Finance, OBE, IT and Strategic Planning● Dimensional Fund Advisors (DFA) Relationship Management: Served as single point of contact and coordinated across the various units of TIAA working with DFA or considering new joint ventures

New York, Ny, Us

Managed a team of 11 relationship managers for the National Hospital Team and the NJ Mid-Atlantic Team. Coordinated business planning process, focusing on plan design, investment services, communication, education and advice. Continued to provide industry-best plan management services to help plan administrators meet their fiduciary responsibilities and drive strong participant retirement outcomes. Delivered results and growth through partnerships with business partners, plan administrators and outside consultants.

New York, Ny, Us

Managed institutional relationships for key hospital clients in the NY Metro Area. Leaned on expert knowledge of all TIAA products and services to develop and maintain relationships with key influencers and decision makers at healthcare institutions. Managed a team of business partners during complex implementation initiatives.

New York, Ny, Us

Managed institutional relationships for high-profile clients in the Northeast and Mid-Atlantic regions. Engaged TIAA business partners to address client needs in day-to-day service and long-term implementation needs. Developed and maintained excellent relationships with key Human Resources, benefits management and executive decision makers at institutions.

New York, Ny, Us

Directed, coached and managed group of individual consultants in the Large Market segment. Responsible for managing segment’s resources in territory.

New York, Ny, Us

Serviced largest institutional clients, developing and practicing consultative sales techniques to deepen client relationships.

New York, Ny, Us

Executive Banking School

Bachelor Of Science-Bs, Business Administration