Sr. Director, Senior Relationship Manager

TIAA; New York (NY); Híbrido; USD 121.000 - 163.000; Jornada completa

Descripción de la vacante

Nuveen is seeking a Sr Relationship Manager in New York for a hybrid role with focus on deepening client relationships and expanding opportunities within institutional client business. You will lead integrated teams, align with retirement design best practices, and drive lifetime income adoption of TIAA solutions for plan sponsors and consultants.

The role requires 5+ years in related roles, FINRA licenses, and the ability to articulate complex client needs while delivering exceptional outcomes.

Formación

• 5+ years in client relationship management or advisory roles.
• Experience selling to plan sponsors and consultants preferred.
• Strong leadership and collaboration across internal teams.

Responsabilidades

• Lead integrated client teams to grow, retain and deepen relationships.
• Position value of lifetime income to plan sponsors and consultants.
• Develop multi-year strategic plans leveraging market knowledge and financials.
• Mentor staff and promote efficient, agile ways of working.

Conocimientos

Relationship Management

Strategic Planning

Sales Leadership

Client Analytics

Mentoring

Educación

University Degree

Herramientas

FINRA Series 6/7

FINRA Series 63

Descripción del empleo

Sr. Director, Senior Relationship ManagerThis website uses cookies to improve your browsing experience. Continue browsing or dismiss this message to accept.### Sr. Director, Senior Relationship ManagerApply: Hybrid Flex: New York, NY - 730 Third Avenue: Albany, NY - 30 Century Hill Drive: Waltham, MA, USA: Providence, RI - 500 Exchange Street: Full time: Posted Yesterday: End Date: November 6, 2026 (5 days left to apply): R261000286**Sr Relationship Manager** The Sr Relationship Manager plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a large complex book of clients (with at least one top 200 client or complex book within Institutional client business.) They are responsible for delivering a distinctive and strategic client experience through leadership of integrated teams ensuring growth, retention and servicing of existing client relationship. They are accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes through: alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA products and delivery of the full value of TIAA solutions and services. **Key Responsibilities and Duties*** 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) establishes the strategic approach to growing business and executes to drive profitable results.* Strategic partner and trusted advisor of the plan sponsors and consultants. Identifies, influences, and executes on a strategic vision of both the plan sponsor and TIAA.* Effectively positions the value of lifetime income to sell our products and solutions to plan sponsors and consultants. Demonstrates expertise in identifying unstated current and future client needs and in planning to meet those client opportunities.* Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans within and across institutions to profitably grow the business.* Leads integrated teams to successful collaboration, development, and execution of business strategy to maximize client outcomes and takes ownership of working with key stakeholders to drive resolution to complex issues and ensure overall client satisfaction.* Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants.* Mentors relationship management staff within their market and region.* Creates an agile environment by embracing new ways of working and encourages others to operate efficiently to maximize client outcomes.* Creates B2B and B2B2C business opportunities by promoting enterprise employer solutions and employee engagement with TIAA Consultants and Advisors.* Reviews client financials and regularly meets with senior executives to understand their long-term strategies.* Develops highly specialized product knowledge and financing expertise for covered sector to lead client discussions in product positioning and adoption, manage profitability and maintain competitive pricing.**Educational Requirements*** University (Degree) Preferred**Work Experience*** 5+ Years Required; 7+ Years Preferred**FINRA Registrations*** SRC Indicator: Series 6 or 7; Series 63**Physical Requirements*** Physical Requirements: Sedentary Work **Career Level** 9IC Related SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling**Anticipated Posting End Date:**2026-11-06Base Pay Range: $121,000/yr - $163,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).