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.) They are responsible for delivering a distinctive and strategic client experience through leadership of integrated teams to ensure growth, retention, and servicing of existing clients.

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
• 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

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
• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Benefits

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).