Director, Relationship Manager II

Relationship Manager II

The Relationship Manager II plays a crucial role in our mission to deliver lifetime income to all. Responsible for deepening client relationships and identifying sales opportunities within a moderately complex book of business (Partner Market clients with $10-$75 million in assets, Healthcare clients, and Institutional clients with assets averaging $75M - $1.5B). The role focuses on delivering a distinctive and strategic client experience through leadership of integrated teams to ensure growth, retention, and servicing of existing clients. It involves deepening relationships with key decision makers and partners to drive plan and participant outcomes through best practices in retirement plan design and lifetime income solutions.

Key Responsibilities And Duties

Leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes and execute a strategic approach to business growth.

Strategic partner and trusted advisor to plan sponsors and consultants, identifying, influencing, and executing on a strategic vision for both the plan sponsor and TIAA.

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

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

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

Leads and oversees integrated teams to execute a unified client strategy, ensuring all initiatives are executed effectively and efficiently.

Partners with Consultant Relations, proactively identifying, building, and strengthening TIAA's position with consulting firms and individual consultants.

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.

Educational Requirements

University (Degree) Preferred

Work Experience

5+ Years Required

7+ Years Preferred

FINRA Registrations

SRC Indicator: Series 6 or 7; Series 63

Licenses and Certifications

Life and Health Insurance License (Resident State) – Multiple issuers required within 120 days

Physical Requirements

Sedentary work

Career Level:

8IC

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

Base Pay Range: $111,000/yr – $134,000/yr

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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