Sr Relationship Manager
TIAA, Atlanta, GA, United States
The Sr Relationship Manager plays a crucial role in delivering 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 accountable for delivering a distinctive and strategic client experience through leadership of integrated teams ensuring growth, retention, and servicing of existing client relationships. They deepen 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 the full value of TIAA solutions and services.
Key Responsibilities And Duties
Lead the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes (book of business, client, and consultant). Establish the strategic approach to growing business and execute to drive profitable results.
Act as a strategic partner and trusted advisor of the plan sponsors and consultants. Identify, influence, and execute on a strategic vision of both the plan sponsor and TIAA.
Effectively position the value of lifetime income to sell products and solutions to plan sponsors and consultants. Demonstrate expertise in identifying unstated current and future client needs and planning to meet those client opportunities.
Leverage analytics, investment, market knowledge, and financials to develop multi-year strategic plans within and across institutions to profitably grow the business.
Lead integrated teams to successful collaboration, development, and execution of business strategy to maximize client outcomes and take ownership of working with key stakeholders to drive resolution to complex issues and ensure overall client satisfaction.
Partner with Consultant Relations, proactively identify, build and strengthen TIAA’s position with consulting firms and individual consultants.
Mentor relationship management staff within their market and region.
Create an agile environment by embracing new ways of working and encouraging others to operate efficiently to maximize client outcomes.
Create B2B and B2B2C business opportunities by promoting enterprise employer solutions and employee engagement with TIAA Consultants and Advisors.
Review client financials and regularly meet with senior executives to understand their long-term strategies.
Develop 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
Required Qualifications
5 years of relationship management experience
Preferred Qualifications
7+ years of relationship management experience
10 years of institutional retirement experience
Proven relationship management and sales track record
Superior communication and relationship building skills
Able to lead teams in a matrixed organization and drive actions and results
Related 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
Compensation Base Pay Range: $124,000/yr - $174,000/yr
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
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Key Responsibilities And Duties
Lead the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes (book of business, client, and consultant). Establish the strategic approach to growing business and execute to drive profitable results.
Act as a strategic partner and trusted advisor of the plan sponsors and consultants. Identify, influence, and execute on a strategic vision of both the plan sponsor and TIAA.
Effectively position the value of lifetime income to sell products and solutions to plan sponsors and consultants. Demonstrate expertise in identifying unstated current and future client needs and planning to meet those client opportunities.
Leverage analytics, investment, market knowledge, and financials to develop multi-year strategic plans within and across institutions to profitably grow the business.
Lead integrated teams to successful collaboration, development, and execution of business strategy to maximize client outcomes and take ownership of working with key stakeholders to drive resolution to complex issues and ensure overall client satisfaction.
Partner with Consultant Relations, proactively identify, build and strengthen TIAA’s position with consulting firms and individual consultants.
Mentor relationship management staff within their market and region.
Create an agile environment by embracing new ways of working and encouraging others to operate efficiently to maximize client outcomes.
Create B2B and B2B2C business opportunities by promoting enterprise employer solutions and employee engagement with TIAA Consultants and Advisors.
Review client financials and regularly meet with senior executives to understand their long-term strategies.
Develop 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
Required Qualifications
5 years of relationship management experience
Preferred Qualifications
7+ years of relationship management experience
10 years of institutional retirement experience
Proven relationship management and sales track record
Superior communication and relationship building skills
Able to lead teams in a matrixed organization and drive actions and results
Related 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
Compensation Base Pay Range: $124,000/yr - $174,000/yr
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
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