Director, Relationship Manager II

Responsibilities

Leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes

Establishes the strategic approach to growing business and executes to drive profitable results

Identifies, influences, and executes on a strategic vision of both the plan sponsor and TIAA

Effectively positions the value of lifetime income to sell our products and solutions to plan sponsors and consultants

Demonstrates expertise in identifying unstated current and future client needs and in planning to meet those client opportunities

Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans to profitably grow the business

Leads integrated teams to successful collaboration, development, and execution of business strategy to maximize client outcomes

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

Mentors relationship management staff within their market and region

Requirements

5+ years’ experience in institutional consultative sales and client relationship management experience

7+ years’ experience in Institutional consultative sales and client relationship management experience preferred

Institutional experience of working with plan sponsors over Individual advisor experience of working with individual clients

Proven track record of achieving significant sales results

Demonstrated experience developing and maintaining executive/key influencer/buyer relationships at client institutions

Demonstrated technical expertise of financial products/services and the features/benefits of TIAA (or like) products and services

Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements

Advanced understanding of retirement plan design for our institutions

Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications

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