Strategic Retirement Plan Relationship Manager

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

Job summary

TIAA is seeking a Relationship Manager I to deepen client relationships and identify sales opportunities within a $10–$75 million assets book. You will lead integrated teams to ensure growth, retention and excellent client service, aligning with best practices in retirement plan design and lifetime income strategies.

You will collaborate with sponsors and consultants to meet client needs, leverage market insights, and drive value of TIAA solutions.

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.
• Bachelor’s degree or higher preferred.

Responsibilities

• Leads internal teams to grow, retain and deepen relationships for profitable results.
• Partners with plan sponsors and consultants to execute strategic growth.
• Effectively positions lifetime income value to sell products and solutions.
• Leverages analytics and market knowledge to develop multi-year plans for growth.
• Oversees client discussions and coordinates with internal partners to support plan adoption.

Skills

Financial services experience

Series 6/7 licensing

Series 63 licensing within 120 days

Client relationship management

Strategic planning

Negotiation

Education

University degree preferred

Job description

TIAA is seeking a Relationship Manager I to deepen client relationships and identify sales opportunities within a $10–$75 million assets book. You will lead integrated teams to ensure growth, retention and excellent client service, aligning with best practices in retirement plan design and lifetime income strategies.

You will collaborate with sponsors and consultants to meet client needs, leverage market insights, and drive value of TIAA solutions.