Senior Institutional Relationship Director

TIAA; Philadelphia (Philadelphia County); On-site; USD 121,000 - 163,000; Full time

Job summary

TIAA is seeking a Sr Relationship Manager to deepen client relationships and identify sales opportunities within a large, complex institutional book. You will lead integrated teams to craft strategic plans and deliver lifetime income through TIAA solutions, engaging plan sponsors and consultants.

Requirements include 5+ years in institutional sales, Series 6/7 and 63 registrations, and deep knowledge of retirement plans.

Qualifications

• 5+ years’ experience in institutional consultative sales and client relationship management.
• SRC Indicator: Series 6 or 7; Series 63
• Strong knowledge of retirement plans (IRA, 403(b), 401(a)/(k), 457(b)) and ERISA

Responsibilities

• Leads the internal integrated client team to grow, retain and deepen relationships and drive profitable results.
• Identifies, influences, and executes on a strategic vision of plan sponsors and TIAA.
• Position the value of lifetime income and expand adoption of TIAA products and services.
• Develops multi-year strategic plans to profitably grow the business across institutions.

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

Education

University (Degree) Preferred

Job description

TIAA is seeking a Sr Relationship Manager to deepen client relationships and identify sales opportunities within a large, complex institutional book. You will lead integrated teams to craft strategic plans and deliver lifetime income through TIAA solutions, engaging plan sponsors and consultants.

Requirements include 5+ years in institutional sales, Series 6/7 and 63 registrations, and deep knowledge of retirement plans.