Associate Relationship Manager providing banking solutions and strategic advice for clients and prospects. Collaborating with leadership and senior bankers on credit and portfolio management tasks.
TI
Hybrid Senior Director, Senior Relationship Manager – Retirement Solutions
Posted 3 hours ago
About the role
- Senior Relationship Manager at TIAA driving client lifetime income solutions through strategic partnerships. Leading integrated client teams to maximize growth, retention, and servicing of client relationships.
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
- Serves as a strategic partner and trusted advisor of the plan sponsors and consultants
- 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 within and across institutions to profitably grow the business
- Creates an agile environment by embracing new ways of working and encourages others to operate efficiently to maximize client outcomes
Requirements
- 5+ years’ experience in institutional consultative sales and client relationship management experience
- Consultative Selling Approach with a focus on client experience
- 7+ years’ experience in Institutional consultative sales and client relationship management experience (preferred)
- 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
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings
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