Senior Relationship Manager, Lifetime Income Solutions

TIAA; Fairfax (VA); On-site; USD 111,000 - 134,000; Full time

Job summary

TIAA in Fairfax, VA is seeking a Relationship Manager II to deepen client relationships and expand sales with Partner Market, Healthcare, and Institutional clients. You will lead integrated teams to deliver lifetime income solutions and to drive growth, retention and superior service for a multi‑million to billion‑dollar book of business.

You will partner with sponsors and consultants, position the value of lifetime income, and develop multi‑year plans using analytics and financial insight.

Qualifications

• 5+ years experience in relationship management or sales in financial services.
• Experience with large corporate/retail client bases and institutions.
• FINRA registrations required or in progress.
• Life and Health Insurance License preferred.

Responsibilities

• Leads the internal integrated client team to grow, retain and deepen relationships that drive positive client outcomes.
• Strategic partner and trusted advisor to plan sponsors and consultants; identifies and executes on strategic vision.
• Effectively positions the value of lifetime income and identifies client needs to meet opportunities.
• Leverages analytics, investment knowledge, and financials to develop multi-year strategic plans to grow the business.

Skills

Relationship management

Strategic growth

Client advisory

Cross-functional leadership

Education

University degree preferred

FINRA Series 6/7; Series 63

Tools

CRM software

Job description

TIAA in Fairfax, VA is seeking a Relationship Manager II to deepen client relationships and expand sales with Partner Market, Healthcare, and Institutional clients. You will lead integrated teams to deliver lifetime income solutions and to drive growth, retention and superior service for a multi‑million to billion‑dollar book of business.

You will partner with sponsors and consultants, position the value of lifetime income, and develop multi‑year plans using analytics and financial insight.