Strategic Relationship Manager - Institutional Retirement Plans

TIAA; Atlanta (GA); On-site; USD 78,000 - 108,000; Full time

Benefits offered by this job

Superior retirement program

Health, wellness and work life funding

Total Rewards package

Job summary

TIAA in Atlanta seeks a Relationship Manager I to deepen client relationships and identify sales opportunities within a multi-million dollar book. You will lead an integrated client team to deliver a strategic experience, aligning retirement plan design with product offerings to drive growth and retention.

The role requires 3+ years in financial services, Series 6 or 7 and Series 63 within 120 days, and experience working with plan sponsors and consultants.

Qualifications

• 3+ years of experience in financial services.
• Must have Series 6 or Series 7 and obtain Series 63 within 120 days from date of hire.
• Experience in client-facing roles – participant or institutional.
• Experience working with institutional retirement plans.

Responsibilities

• Grow, retain and deepen client relationships to drive profitable outcomes.
• Lead integrated client teams and coordinate with consultants and sponsors.
• Position the value of lifetime income to plan sponsors and consultants.
• Identify current and future client needs using analytics and market knowledge.
• Develop multi-year strategic plans to profitably grow the business.

Skills

Financial services

Client relationships

Series 6/7

Series 63

Education

Bachelor's degree

Job description

TIAA in Atlanta seeks a Relationship Manager I to deepen client relationships and identify sales opportunities within a multi-million dollar book. You will lead an integrated client team to deliver a strategic experience, aligning retirement plan design with product offerings to drive growth and retention.

The role requires 3+ years in financial services, Series 6 or 7 and Series 63 within 120 days, and experience working with plan sponsors and consultants.