Keith Oberg Email & Phone Number

 Set strategic vision and define goals and objectives to align with TIAA’s short-term and longer term strategic goals Lead a team of associates responsible for the E2E delivery of Net New Label Sales and Institutional Offers  Interact, grow and foster relationships at the C-Suite/senior leadership level within the client hierarchy; responsible for.

Charlotte, North Carolina Area

• Responsible for cross-site leadership, performance management and oversight for TIAA’s Institutional Client On-Boarding and Implementation Teams that support TIAA’s largest and most largest and complex/sensitive.
• Own the overall client relationship management and interactions with C-Suite/senior leadership within the client hierarchy; responsible for overall client satisfaction and excellence
• Manage relationships with Common Remitter Services, Third Party Administrators, RIA’s and Consulting firms
• Ensure Transition Managers and Site Leaders are delivering overall sales, service, and project management oversight during the implementation and on-boarding processes
• Set strategic vision and define goals and objectives to align with business unit goals as well as TIAA’s short-term and longer term strategic goals
• Manage client issues/risks and lead the management team in creating and implementing mitigation strategies

Charlotte, North Carolina Area

• Responsible for the development and execution of sales adoption practices of TIAA-CREF’s individual product solutions within internal distribution channels within the institutional and individual channels
• Set and lead recurring business management routines within TIAA-CREF distribution channels; identify trends, remove obstacles, and adjust tactics to reach common goals
• Develop LOB specific strategies focusing on identifying early opportunities for collaboration, and for leveraging existing climates (consolidations, implementations, SRK, MRK) to provide additional financial coaching.
• Coach Regional Relationship Managers to build, foster and maximize relationships with their business partners to gain trust and the ability to influence and change behaviors; focus on common goals and the end result
• Partner with LOB senior leadership, key influencers, product managers and process owners within Institutional Relationship Management, Institutional Plan Economics and Client Engagement, Marketing, A&O, Institutional.
• Serve as assigned distribution channel’s advocate to ensure their voice and needs have table stakes during Individual Business planning and execution activities

Charlotte, North Carolina Area

• Established and lead a national sales and distribution division for TIAA-CREF’s startup banking organization
• Business owner for the end to end design, development, and implementation of the bank’s national lending referral program; the program created a process for 2500 broker/dealer employees across 80 offices to position.
• Drove project management plans leading to the partnership and “buy in” of key influencers; these partnerships were critical to move processes forward, improve workflows and processes, and to clear runways to roll out.
• Designed end-to-end sales playbooks, including opportunity profiles, job aids, FAQ’s, talking points, sales checklists in conjunction with business partners and A&O leadership within the bank and the B/D
• Partnered on the development of the bank’s launch, Go to Market strategy for the integration of new products, services and enhancements across all LOBs focusing on building a profitable and scalable solution
• Monitored and evaluated sales processes and services quality, focused on consistency with brand and product design and delivery

Charlotte, North Carolina Area

• Managed the end to end relationship of operational delivery to institutional clients; primarily responsible for increasing the consistency and quality of brand delivery and administrative efficiency.
• Lead the development, delivery and administration of employer sponsored retirement plans and products at the Institutional level, maximizing redundancies that minimized cost and maximized institutional client.
• Strategized with leaders within Sales, New Business Implementation Teams, Quality, Compliance and Product Development to optimize product delivery and deepen revenue share of assigned territory.
• Strategized with Sr. Leadership to develop and provide proactive approaches in meeting or exceeding institutional needs with respect to asset takeovers, new business, enhanced administrative services and additional.
• Partnered and negotiated with Common Remitter Services, Third Party Administrators, RIA’s and Consulting firms; provided record keeping and operational oversight for TIAA-CREF retirement plans
• Maximized productivity of Institutional Liaison assignments through coaching, utilized approaches designed to evaluate and communicate performance successes and gaps and increased business partnerships

Charlotte, North Carolina Area

• Managed Retirement Advisors responsible for building affluent client relationships and books of business through converting a pipeline of new assets through IRA, employer sponsored plans, retail and brokerage accounts.
• Managed staff to ensure client needs analysis, and market suitability was obtained in order to properly position Vanguard products and advisory services.
• Managed team through the sales and promotion of Vanguard retirement accounts and mutual funds; execution of mutual fund buys/sells/exchanges for individual retirement accounts
• Ensured that all Retirement Advisors were trained, and able to cross sell all appropriate products and services to effectively attract and retain client assets
• Developed strategy, direction and alternatives to obtain optimal short and long-term objectives. Worked with senior management in the prioritization planning, development, and execution of these goals.
• Provided metric analysis and made process change recommendations to executive management around process improvement tools and methodologies.

Charlotte, North Carolina Area

• Managed the efficiency of transfer of assets on Wachovia retirement, asset management and brokerage accounts upon original account holder death
• Specific focus on retention of assets through sales and cross sales of bank and brokerage products, providing value propositions for claimants to encourage them to keep funds with Wachovia
• Worked with business partners on process improvements and workflow improvement to increase proficiency and lower company expense
• Led, coached and supported staff though structured 1 on 1’s and informal daily information huddles
• Managed to operational quality standards and efficiency output of 98%, process all claims within departmental efficiency standards
• Responsible for managing individual state property abandonment laws as well as legal, state and IRS requirements and guidelines on claimed accounts to ensure bank compliance

Charlotte, North Carolina Area

• Responsible for guiding and leading the sales and service objectives of Bank of America through direct sales and management of sales and service staff
• Partnered with mortgage, investment, business banking, fiduciary and financial planning business units to leverage services to customer needs
• Utilized customer needs assessments to help provide customers with financial solutions. Supported a complex market of affluent customers with mortgage, deposit, retirement and asset management accts; as well as.
• Collaborated with other financial center mangers to help achieve common goals for our market
• Managed, mentored, coached and supported entire banking center staff to maximize individual and team performance, while driving and exceeding established branch and regional sales goals
• Utilized sales promotions and contests to help drive sales campaigns and used reward and recognition program to continue staff “buy in”

Charlotte, North Carolina Area