Relationship Manager II Strategic Institutional & Healthcare

Nuveen; Oakton (VA); On-site; USD 111,000 - 134,000; Full time

Job summary

TIAA, a leader in retirement services, seeks a Relationship Manager II to deepen client relationships and identify sales opportunities within a diverse client base including Partner Market, Healthcare, and Institutional clients. You will lead integrated teams to drive growth, retention, and servicing outcomes.

Primary responsibilities include aligning plan design with best practices, selling lifetime income solutions, and partnering with consultants to expand engagement.

Qualifications

• 5+ years in client relationship management or sales in financial services.
• Experience with retirement plans and plan sponsors.
• FINRA Series 6/7 and Series 63 licenses; Life/Health license preferred.

Responsibilities

• Lead internal client teams to grow and deepen relationships across institutions.
• Identify opportunities with plan sponsors and consultants.
• Position lifetime income solutions and deliver value to clients.
• Review client financials and regularly engage senior executives to align strategy.

Skills

Relationship Management

Business Development

Financial Analysis

Negotiation

Communication

Strategic Planning

Education

University Degree

Job description

TIAA, a leader in retirement services, seeks a Relationship Manager II to deepen client relationships and identify sales opportunities within a diverse client base including Partner Market, Healthcare, and Institutional clients. You will lead integrated teams to drive growth, retention, and servicing outcomes.

Primary responsibilities include aligning plan design with best practices, selling lifetime income solutions, and partnering with consultants to expand engagement.