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
• 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
• University (Degree) Preferred
• FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days