Senior Relationship Manager, Institutional Retirement Strategy

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

Job summary

TIAA in New York seeks a Sr Relationship Manager to deepen client connections, grow a complex institutional book, and identify sales opportunities across plan sponsors and consultants.

This role leads integrated teams to deliver lifetime income strategies, aligns with best retirement design practices, and expands adoption of TIAA products and services. A senior, strategic professional with 5+ years of experience is preferred.

Qualifications

• University degree preferred.
• 5+ years of related experience; 7+ years preferred.
• FINRA registrations: Series 6 or 7; Series 63.
• Sedentary work described as the physical requirement.

Responsibilities

• Leads the internal integrated client team to grow, retain and deepen relationships and drive profitable results.
• Serves as strategic partner and trusted advisor to plan sponsors and consultants.
• Position the value of lifetime income and identify client needs to expand opportunities.
• Leverages analytics, market knowledge, and financials to develop multi-year strategic plans.
• Leads teams to collaborate and execute business strategy for optimal client outcomes and issue resolution.
• Partners with Consultant Relations to strengthen TIAA's position with consulting firms and consultants.
• Mentors relationship management staff within their market and region.
• Fosters agile, efficient operations to maximize client outcomes.
• Creates business opportunities by promoting enterprise employer solutions and employee engagement.
• Reviews client financials and meets with senior executives to align long-term strategies.
• Develops product knowledge and pricing for the covered sector to drive adoption.

Skills

Relationship Management

Business Development

Client Relationships

Negotiation

Communication

Financial Markets

Retirement Planning

Strategic Sales

Education

University (Degree) Preferred

Job description

TIAA in New York seeks a Sr Relationship Manager to deepen client connections, grow a complex institutional book, and identify sales opportunities across plan sponsors and consultants.

This role leads integrated teams to deliver lifetime income strategies, aligns with best retirement design practices, and expands adoption of TIAA products and services. A senior, strategic professional with 5+ years of experience is preferred.