Strategic Institutional Relationship Leader

TIAA; St. Clair (Schuylkill County); On-site; USD 121,000 - 163,000; Full time

Job summary

TIAA is seeking a Sr Relationship Manager to deepen client relationships within a large institutional book. You will lead integrated teams, align with sponsor and consultant strategies, and drive adoption of lifetime income solutions across plans.

The role requires 5+ years in institutional consultative sales, Series 6/7 and 63 registrations, and strong communication and leadership skills. Travel and complex client management are expected.

Qualifications

• 5+ years’ institutional consultative sales and client relationship management experience.
• SRC Indicator: Series 6 or 7; Series 63

Responsibilities

• Leads the internal integrated client team to grow, retain and deepen relationships for profitable results.
• Partners with consultants and sponsors to articulate a strategic vision for plan sponsors and TIAA.
• Effectively positions lifetime income value to clients and expands adoption of TIAA solutions.
• Leverages analytics, market knowledge, and financials to develop multi-year strategic plans across institutions.

Skills

Accountability

Business Acumen

Business Development

Client Relationship Management

Commercial Mindset

Communication

Financial Markets Impact

Inspires Others

Negotiation

Problem Solving

Relationship Management

Retirement Planning Selling

Education

University degree preferred

FINRA Series 6 or 7; Series 63

Tools

PowerPoint

Excel

Word

Job description

TIAA is seeking a Sr Relationship Manager to deepen client relationships within a large institutional book. You will lead integrated teams, align with sponsor and consultant strategies, and drive adoption of lifetime income solutions across plans.

The role requires 5+ years in institutional consultative sales, Series 6/7 and 63 registrations, and strong communication and leadership skills. Travel and complex client management are expected.