Senior Institutional Relationship Director

TIAA; Ann Arbor (MI); On-site; USD 121,000 - 163,000; Full time

Benefits offered by this job

Benefits and Total Rewards

Job summary

TIAA seeks a Sr Relationship Manager to deepen client relationships within a large institutional book and identify sales opportunities. You will lead integrated teams to drive plan design outcomes, lifetime income adoption, and overall client satisfaction with TIAA solutions.

You will advise plan sponsors and consultants, leveraging analytics and product knowledge to grow the business while mentoring staff and promoting cross-functional collaboration across institutions.

Qualifications

• 5+ years in institutional consultative sales and client relationship management
• Demonstrated ability to develop executive relationships at client institutions
• Strong knowledge of retirement plan design and advisor engagement

Responsibilities

• Leads integrated teams to grow, retain and deepen client relationships and drive profitable results
• Partners with plan sponsors and consultants to implement strategic vision for the book
• Position lifetime income value and expand adoption of TIAA products
• Leverages analytics and market knowledge to develop multi-year strategic plans
• Mentors staff and drives cross-functional collaboration to maximize outcomes

Skills

Client relationships

Sales strategy

Mentoring

Executive communication

Education

Bachelor's degree preferred

Series 6/7; Series 63

Job description

TIAA seeks a Sr Relationship Manager to deepen client relationships within a large institutional book and identify sales opportunities. You will lead integrated teams to drive plan design outcomes, lifetime income adoption, and overall client satisfaction with TIAA solutions.

You will advise plan sponsors and consultants, leveraging analytics and product knowledge to grow the business while mentoring staff and promoting cross-functional collaboration across institutions.