Director, Relationship Manager II
Key Responsibilities And Duties
- Leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes (book of business, client, and consultant)
- Establishes the strategic approach to growing business and executes to drive profitable results
- Strategic partner and trusted advisor of the plan sponsors and consultants
- 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 within and across institutions to profitably grow the business
- Leads and oversees integrated teams to execute on a unified client strategy, ensuring all initiatives are executed effectively and efficiently, and all account management activities are completed satisfactorily
- Partners with Consultant Relations, proactively identify, build and strengthen 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
Education 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
- Retailment Planning
- Selling
Company Overview
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
Benefits And Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
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.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
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