Relationship Manager II

Responsibilities

Lead the internal integrated client team to grow, retain, and deepen relationships that drive positive client outcomes across book of business, client, and consultant metrics, establishing and executing strategic approaches to achieve profitable results.

Serve as a strategic partner and trusted advisor to plan sponsors and consultants, identifying, influencing, and executing on a shared strategic vision for both parties.

Effectively position the value of lifetime income to sell TIAA products and solutions to plan sponsors and consultants, demonstrating expertise in identifying current and future client needs and planning to meet them.

Leverage analytics, investment, market knowledge, and financials to develop multi‑year strategic plans within and across institutions, profitably growing the business.

Lead and oversee integrated teams to execute a unified client strategy, ensuring all initiatives and account management activities are completed efficiently and satisfactorily.

Partner with Consultant Relations to proactively identify, build, and strengthen TIAA's position with consulting firms and individual consultants.

Create B2B and B2B2C business opportunities by promoting enterprise employer solutions and employee engagement through TIAA Consultants and Advisors.

Review client financials and regularly meet with senior executives to understand their long‑term strategies.

Qualifications

Education: University degree preferred.

Experience: 5+ years required; 7+ years preferred.

FINRA Registrations: Series 6 or 7 and Series 63.

Licenses: Life and Health Insurance License (Resident State) – multiple issuers required within 120 days.

Physical Requirements

Sedentary work.

Compensation
Base Pay Range: $99,800/yr – $130,000/yr. The actual base salary may vary based on experience, time in role, internal peer comparison, prior performance, business sector, and geographic location. Compensation may also include incentive programs linked to performance.

Equal Opportunity
TIAA is 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. The full EEO & Non‑Discrimination statement is available on our careers home page.

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