Senior Relationship Manager – Institutional Growth

TIAA; Waltham (MA); On-site; USD 121,000 - 163,000; Full time

Job summary

TIAA is seeking a Sr Relationship Manager in the United States to deepen client relationships within a large institutional book and identify sales opportunities. You will lead integrated teams to deliver a strategic client experience, aligning best practices in retirement plan design and expansion of lifetime income adoption of TIAA solutions.

This role requires 5+ years of relevant experience, Series 6/7 and Series 63 registrations, and a university degree.

Qualifications

• Proven ability to deepen client relationships and identify opportunities within institutional books.
• Strong communication and negotiation skills with plan sponsors and consultants.
• Experience delivering strategic client experiences and cross-functional leadership.

Responsibilities

• Leads internal integrated client team to grow and deepen relationships and drive profitable results.
• Partners with plan sponsors and consultants to execute a strategic vision for the account.
• Position lifetime income value to clients and promote TIAA products and services.
• Develop multi-year strategic plans using analytics and market knowledge to grow the business.

Skills

Relationship management

Strategic account planning

Financial analysis

Education

University degree

Tools

Series 6/7

Series 63

Job description

TIAA is seeking a Sr Relationship Manager in the United States to deepen client relationships within a large institutional book and identify sales opportunities. You will lead integrated teams to deliver a strategic client experience, aligning best practices in retirement plan design and expansion of lifetime income adoption of TIAA solutions.

This role requires 5+ years of relevant experience, Series 6/7 and Series 63 registrations, and a university degree.