Nancy Zhai
- Role
- Retirement and Wealth Rotational Program Analyst at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Nancy Zhai
As a CFP professional, I am animated and driven every day by my mission to empower others…
Experience
Retirement and Wealth Rotational Program Analyst
Jun 2022 — Present
Rotation II (June 2023 - Present): Central Advice Group Rotation I (June 2022 - June 2023): National Contact Center • Delivered value-added guidance on retirement planning for 2600+ participants via the inbound National Contact Center, uncovering $17M+ asset growth and $2.5M+ income planning opportunities for advisory business partners; incorporated $400K+ outside asset and exceeded YTD referral target by 73% • Investigated, de-escalated, and remediated customer complaints and NIGO transactions; exceeded efficiency target by 3.7% and maintained full compliance with FINRA Regulations Communications Manager & Co-President, Retirement & Wealth Rotational Program Leadership Council (Sep 2022 - Sep 2023) • Direct the strategic programming of a 10-person associate council in collaboration with program leadership to facilitate career development and overall associate experience for a 20+ associate class. • Developed rotational workshop series in collaboration with advisory, institutional and wealth client relations business lines intended to enhance associate career and business readiness.
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