Relationship Manager I

TIAA; Atlanta (GA); On-site; USD 78,000 - 108,000; Full time

Benefits offered by this job

Superior retirement program

Health, wellness and work life funding

Total Rewards package

Job summary

TIAA in Atlanta seeks a Relationship Manager I to deepen client relationships and identify sales opportunities within a multi-million dollar book. You will lead an integrated client team to deliver a strategic experience, aligning retirement plan design with product offerings to drive growth and retention.

The role requires 3+ years in financial services, Series 6 or 7 and Series 63 within 120 days, and experience working with plan sponsors and consultants.

Qualifications

• 3+ years of experience in financial services.
• Must have Series 6 or Series 7 and obtain Series 63 within 120 days from date of hire.
• Experience in client-facing roles – participant or institutional.
• Experience working with institutional retirement plans.

Responsibilities

• Grow, retain and deepen client relationships to drive profitable outcomes.
• Lead integrated client teams and coordinate with consultants and sponsors.
• Position the value of lifetime income to plan sponsors and consultants.
• Identify current and future client needs using analytics and market knowledge.
• Develop multi-year strategic plans to profitably grow the business.

Skills

Financial services

Client relationships

Series 6/7

Series 63

Education

Bachelor's degree

Job description

Relationship Manager I

The Relationship Manager I plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a book of business with $10-$75 million in assets. They are responsible for delivering a distinctive and strategic client experience through leadership of integrated teams to ensure growth, retention, and servicing of existing clients. They are accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes through alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA products and delivery of the full value of TIAA solutions and services.

Key Responsibilities and Duties

Leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes (book of business, client, and consultant) establishes the strategic approach to growing business and executes to drive profitable results. Strategic partner and trusted advisor of the plan sponsors and consultants. Identifies, influences, and executes on a strategic vision of both the plan sponsor and TIAA. Effectively positions the value of lifetime income to sell our products and solutions to plan sponsors and consultants. Demonstrates expertise in identifying unstated current and future client needs and in planning to meet those client opportunities. Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans within and across institutions to profitably grow the business. Leads and oversees integrated teams and discussions with the client and engages the appropriate internal business partners to support plan adoption and client needs. Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants.

Educational Requirements

University (Degree) Preferred

Preferred Work Experience

3+ Years Required; 5+ Years Preferred

FINRA Registrations

SRC Indicator: Series 6 or 7; Series 63

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

7IC Required

Required Skills

3+ years of experience in financial services. Must have Series 6 or Series 7 and obtain Series 63 within 120 days from date of hire.

Preferred Skills

Experience in client facing roles - participant or institutional facing. Experience working with institutional retirement plans.

Related Skills

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

Compensation

Anticipated Posting End Date: 2026-11-17. Base Pay Range: $78,000/yr - $108,000/yr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day.

We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

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. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: [phone] Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box