Director, Relationship Manager II

About the role

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.)

Responsibilities

• 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
• Led 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

Qualifications

• 5+ years’ experience in institutional consultative sales and client relationship management experience
• Individuals with a Consultative Selling Approach with a focus on client experience will be best suited for this role
• 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

Benefits

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

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).