Alfonso Loureiro

Managing Director @ TIAA | 17+ Years Building High-Performance Distribution Teams | CFP® · CIMA® | Turning Strategy into Measurable Growth

Role
Managing Director, Institutional Sales and Product Distribution at TIAA
Location
West Palm Beach, FL, US
LinkedIn followers
500 followers

About Alfonso Loureiro

Seventeen years. One organization. A relentless focus on one question: what does it take to build a team that truly performs?At TIAA, I have led national distribution performance across institutional, wealth, and RIA channels — overseeing the strategy, coaching, training, and wholesaling systems that drive advisor engagement and revenue growth at scale. But the work I\'m most proud of isn\'t a number. It\'s the leaders, advisors, and teams that have grown because we built something worth following.My career has been defined by the intersection of two disciplines that don\'t always sit together: rigorous sales execution and people development. I\'ve found that when you get both right — clear strategy, disciplined coaching, and a culture of accountability — performance follows naturally.What I do in practice:· Design and lead national training and field coaching programs that have set new benchmarks for distribution performance· Partner with product, marketing, and operations to translate strategy into field-level execution· Build and develop high-performing teams across institutional retirement, wealth management, and RIA distribution· Champion inclusive leadership — recognized with TIAA\'s Inclusive Leader Award for embedding belonging into business strategyOutside of TIAA, I founded The Standard Path, a nonprofit empowering the next generation through mentoring, financial education, and leadership development. I also serve as Chairman of the Board for Junior Achievement of the Palm Beaches — because the work of building great people doesn\'t stop at the office door.If you\'re thinking about distribution strategy, leadership development, or how to build teams that consistently outperform — let\'s connect.

Experience

  1. Managing Director, Institutional Sales and Product Distribution

    TIAA

    Jan 2022 — Present · Miami, FL, US

    Senior leadership role responsible for developing and executing sales strategies and initiatives to drive revenue growth for the organizations institutional retirement products and services• Oversee a team of sales professionals who are responsible for driving new business acquisition and providing ongoing support to clients in the institutional retirement space• Work closely with other senior leaders across the organization to ensure alignment with overall business objectives• Responsible for tracking and reporting key performance metrics to assess the effectiveness of the sales and product coaching initiatives• Drive the strategy and execution of all onboarding and training for associates while overseeing all leadership development programs.

Education

  • Wharton Executive Education

    Certified Investment Management Analyst, Investments and Securities

  • Iona University

    Master of Business Administration - MBA, Finance and Financial Management

    2004 — 2006

  • Fordham University

    Bachelor of Arts (B.A.), Economics

    1996 — 2000

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Alfonso Loureiro — Managing Director, Institutional Sales and Product Distribution at TIAA in West Palm Beach, FL, US | Unifers