Job description
Sr Relationship Manager
The Sr Relationship Manager typically works with a top 200 client or large complex book of institutional client business and is responsible for delivering a distinctive and strategic client experience through leadership of integrated teams ensuring growth, retention and servicing of existing client relationship. The Sr Relationship Manager is responsible for deepening relationships with key decision makers and partners while driving plan and participant outcomes through alignment and adoption of best practices in retirement plan design and delivering lifetime income solutions through the expanded adoption of TIAA products and services.
Key Responsibilities and Duties
Career Level
9IC
Base Pay Range: $118,100/yr. - $196,900/yr.
The Sr Relationship Manager typically works with a top 200 client or large complex book of institutional client business and is responsible for delivering a distinctive and strategic client experience through leadership of integrated teams ensuring growth, retention and servicing of existing client relationship. The Sr Relationship Manager is responsible for deepening relationships with key decision makers and partners while driving plan and participant outcomes through alignment and adoption of best practices in retirement plan design and delivering lifetime income solutions through the expanded adoption of TIAA products and services.
Key Responsibilities and Duties
- Maintains and enhances existing business and client services.
Partners with Consultant Community to achieve client retention and adoption of TIAA solutions.
Identifies the sales opportunity within the book of business then co-leads with internal business partners to drive sales with specific emphasis on client adoption of TIAA's Custom Portfolio solutions.
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.
Mentors relationship management staff within their territory 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, manages profitability and maintain competitive pricing.
Engages internal partners to align and offer support to clients on a variety of topics, including diversity & inclusion, investing, C-Suite leadership, and governance and uses client insights to drive and guide the development of the market / business strategy.
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- SRC Indicator: Series 6 or 7; Series 63
- Physical Requirements: Sedentary Work
Career Level
9IC
Base Pay Range: $118,100/yr. - $196,900/yr.
Actual 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).
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Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our
Benefits Summary
.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law
here
.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email:
accessibility.support@tiaa.org
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