Director, Relationship Manager II

Relationship Manager II

The Relationship Manager II plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a moderately complex book of business (Partner Market clients with $10-$75 million in assets, Healthcare clients, and Institutional clients with assets averaging $75M - $1.5B.). They deliver a distinctive strategic client experience through leadership of integrated teams to ensure growth, retention, and servicing of existing clients.

• Lead the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes (book of business, client, and consultant) and execute strategic approach to growth.
• Act as strategic partner and trusted advisor to plan sponsors and consultants; identify, influence, and execute on a shared vision.
• Effectively position the value of lifetime income to sell products and solutions to plan sponsors and consultants, demonstrating expertise in identifying client needs.
• Leverage analytics, investment, market knowledge, and financials to develop multi‑year strategic plans to grow the business.
• Lead and oversee integrated teams to execute on a unified client strategy, ensuring initiatives are executed effectively and account management activities are completed satisfactorily.
• Partner with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants.
• Create B2B and B2B2C business opportunities by promoting enterprise employer solutions and employee engagement with TIAA Consultants and Advisors.
• Review client financials and regularly meet with senior executives to understand their long‑term strategies.

• Preferred – University (Degree).

• 5+ years required; 7+ years preferred.

• SRC Indicator:
  Series 6 or 7;
  Series 63.

• Life and Health Insurance License (Resident State) – Multiple issuers required within 120 days.

• Sedentary work.

8IC

• 5+ years’ experience in institutional consultative sales and client relationship management.
• Consultative selling approach focused on client experience.
• SRC Indicator:
  Series 6 or 7;
  Series 63.

• 7+ years’ experience in institutional consultative sales and client relationship management.
• Proven track record of achieving significant sales results.
• Experience developing and maintaining executive/key influencer/buyer relationships at client institutions.
• Technical expertise of financial products/services and features/benefits of TIAA (or similar) products.
• Mentor experience for other sales/relationship management staff.
• Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, nondiscrimination rules and ERISA requirements, with advanced retirement plan design knowledge. Ability to assist client’s outside counsel/legal counsel on plan design.
• Strong presentation skills, including preparation of executive summaries using PowerPoint, Excel, and Word.

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.

$99,800/yr – $130,000/yr (Actual base salary may vary based on experience, role, etc.)

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.