Eva Lee Email & Phone Number

North Carolina, United States

Lead organization’s Multiple Employer Plan (MEP) offer, helping clients in the nonprofit, education, government and healthcare market segments define their MEP strategy and narrative. Oversee and direct all activities related to MEPs in the tax-exempt space, including product development, sales and marketing, implementation, policies, SOPs, and ongoing maintenance. Provide guidance to plan advisors and consultants to strengthen their offer by combining resources to retain and grow retirement… Show more Lead organization’s Multiple Employer Plan (MEP) offer, helping clients in the nonprofit, education, government and healthcare market segments define their MEP strategy and narrative. Oversee and direct all activities related to MEPs in the tax-exempt space, including product development, sales and marketing, implementation, policies, SOPs, and ongoing maintenance. Provide guidance to plan advisors and consultants to strengthen their offer by combining resources to retain and grow retirement plans for participants.Manage team responsible for onboarding, development, distribution and maintenance of MEPs. Collaborate with TIAA’s service delivery team and outside third-party administrators and consultants to maintain industry innovative delivery of product.Selected as one of 25 members of the TIAA's Advanced Leadership Program, which creates exposure to executives in the company, develops high-caliber teams and builds executive presence.Additional responsibilities include:● focusing on key institutional client relationships● developing and strengthening relationships with consulting and advisory firms● serving as a front-line product expert for the TIAA community Show less

North Carolina, United States

Oversaw team of dedicated professionals offering tactical and strategic support for plan sponsors in the small- and mid-market segment. Continued to develop relationships and new business as Relationship Manager at TIAA.Managed book coverage across the country while training and developing new relationship managers and directors, supporting RFPs, and delivering independent projects. Coordinated corporate innovation challenges and annual business strategy meetings.● designed and built… Show more Oversaw team of dedicated professionals offering tactical and strategic support for plan sponsors in the small- and mid-market segment. Continued to develop relationships and new business as Relationship Manager at TIAA.Managed book coverage across the country while training and developing new relationship managers and directors, supporting RFPs, and delivering independent projects. Coordinated corporate innovation challenges and annual business strategy meetings.● designed and built TIAA’s 3(38) small market fiduciary, directing the creation of a business case for the offer, securing corporate governance, developing product offer and completing with system integration● trained and developed sales and implementation, and managed ongoing relationships with the investment firm● developed non-discriminating testing offer, assisting in vendor selection, building product offer, completing system integration, delivering training and development for the sale and implementation, and managing ongoing relationships with investment firm Show less

North Carolina, United States

Developed business and nurtured existing plan sponsors by providing strategic and tactical support toclients along the East Coast. Managed senior-level and key relationships at client institutions.Coordinated all marketing, sales and support services for the assigned accounts. Collaborated withinternal business units to support efficient solutions, exceeding customer expectations.Highlights include:● creating and executing strategic plans to grow business and achieve… Show more Developed business and nurtured existing plan sponsors by providing strategic and tactical support toclients along the East Coast. Managed senior-level and key relationships at client institutions.Coordinated all marketing, sales and support services for the assigned accounts. Collaborated withinternal business units to support efficient solutions, exceeding customer expectations.Highlights include:● creating and executing strategic plans to grow business and achieve client-focused goalsincluding increased participation and premium in-flows● planning, executing, managing and delivering high-profile initiatives through workflowimprovement, policy changes and new plan implementations● achieving top performer rating five consecutive years Show less

North Carolina, United States

Guided and supported clients dealing with pre- and post-retirement financial needs in the pension sector, providing in-depth product knowledge in an environment with constant market fluctuations. Acted as support for team managers and directors for supervisory and escalated issues.Oversaw development of new hires in transition from trainees to licensed telephone consultants through an intensive mentoring program. Responsibilities in this role included:● serving as resource for product… Show more Guided and supported clients dealing with pre- and post-retirement financial needs in the pension sector, providing in-depth product knowledge in an environment with constant market fluctuations. Acted as support for team managers and directors for supervisory and escalated issues.Oversaw development of new hires in transition from trainees to licensed telephone consultants through an intensive mentoring program. Responsibilities in this role included:● serving as resource for product knowledge and assisting in creation of procedural job aides● hosting coaching sessions for consultants on topics ranging from government regulations to standard operating procedures● contributing to pilot programs and discussions to enhance working experience and increase productivity● developing, delivering and organizing refresher courses for seasoned counselors Show less