Senior Relationship Director, Institutional Solutions

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

Job summary

TIAA is seeking a Sr Relationship Manager in New York to deepen client relationships within a large institutional book and identify sales opportunities. You will lead integrated teams to deliver a strategic client experience and drive growth, retention, and servicing for plan sponsors and consultants.

The role involves promoting lifetime income solutions, leveraging analytics and market knowledge, and mentoring staff to maximize client outcomes.

Qualifications

• 5+ years of experience in relationship management.
• Experience managing large complex institutional client books.
• FINRA registrations: Series 6 or 7; Series 63.

Responsibilities

• 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).
• Strategic partner and trusted advisor to plan sponsors and consultants; articulates strategy and value of lifetime income.
• Position the value of lifetime income to plan sponsors and consultants; identify and meet client needs.
• Leverage analytics, investment knowledge, and financials to develop multi-year strategic plans.
• Lead integrated teams to collaborate, develop, and execute business strategy for client outcomes and resolve complex issues.
• Partner with Consultant Relations to strengthen TIAA's position with consulting firms and individual consultants.
• Mentor staff in relationship management within their market and region.
• Promote enterprise employer solutions and employee engagement with TIAA Consultants and Advisors.
• Review client financials and meet with senior executives to understand long-term strategies.
• Develop specialized product knowledge and pricing for covered sector to lead client discussions.

Skills

Relationship management

Client relationship management

Communication

Negotiation

Business acumen

Problem solving

Strategic thinking

Financial markets knowledge

Team leadership

Accountability

Retirement planning selling

Education

University (Degree) Preferred

Job description

TIAA is seeking a Sr Relationship Manager in New York to deepen client relationships within a large institutional book and identify sales opportunities. You will lead integrated teams to deliver a strategic client experience and drive growth, retention, and servicing for plan sponsors and consultants.

The role involves promoting lifetime income solutions, leveraging analytics and market knowledge, and mentoring staff to maximize client outcomes.