Senior Relationship Architect – Lifetime Income Strategy

Nuveen; New York (NY); On-site; USD 121,000 - 163,000; Full time

Benefits offered by this job

Competitive compensation package

Job summary

TIAA is seeking a Sr Relationship Manager in New York to deepen client relationships and identify sales opportunities within a large institutional book. You will lead integrated teams to deliver a superior client experience and drive plan sponsor outcomes.

As a trusted advisor, you’ll leverage analytics and market knowledge to grow the business, develop strategic plans, and ensure profitability while maintaining high client satisfaction across institutions.

Qualifications

• 5+ years in relationship management or sales within institutional retirement
• Strong knowledge of plan sponsors, consultants, and retirement products
• FINRA registrations preferred as part of the role

Responsibilities

• Lead internal teams to grow, retain and deepen client relationships
• Position the value of lifetime income to plan sponsors and consultants
• Develop multi-year strategic plans using analytics and market knowledge
• Mentor staff and promote cross-functional collaboration

Skills

Accountability

Business Acumen

Business Development

Client Relationship Management

Commercial Mindset

Communication

Financial Markets Impact

Inspires OthersNegotiation

Problem Solving

Relationship Management

Retirement Planning Selling

Education

University degree or higher

FINRA registrations Series 6/7; Series 63

Tools

None specified

Job description

TIAA is seeking a Sr Relationship Manager in New York to deepen client relationships and identify sales opportunities within a large institutional book. You will lead integrated teams to deliver a superior client experience and drive plan sponsor outcomes.

As a trusted advisor, you’ll leverage analytics and market knowledge to grow the business, develop strategic plans, and ensure profitability while maintaining high client satisfaction across institutions.