Senior Director, Sr Relationship Manager

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate like EEO, legal, etc. Must preserve all substantive info. We need to parse the posting. Key parts: - Sr Relationship Manager description: mission, responsibilities. - Key Responsibilities And Duties: list of bullet-like sentences. - Educational Requirements: University (Degree) Preferred - Work Experience: 5+ Years Required; 7+ Years Preferred - FINRA Registrations: SRC Indicator: Series 6 or 7; Series 63 - Physical Requirements: Sedentary Work - Career Level 9IC - Required 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 - Preferred Qualifications: 7+ years’ experience in Institutional consultative sales and client relationship management experience; Institutional experience of working with plan sponsors over Individual advisor experience of working with individual clients 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 Demonstrated experience as a mentor for other sales/relationship management staff Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements, with an advanced understanding of retirement plan design for our institutions; able to assist client's outside counsel and/or legal counsel on plan design as applicable; knowledge of defined benefit plans as they relate to TIAA’s business Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications - Related Skills: list: Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling - Anticipated Posting End Date: 2026-10-16 (maybe not needed? It's metadata; could be folded into a short p or dropped. Probably drop as minor metadata.) - Base Pay Range: $121,000/yr - $163,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. 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). - Benefits And Total Rewards: description. - Company Overview: description. - Culture of Impact: description. - Values: list. - Workplace description. - Learning experiences. We need to decide sections: About the role (maybe summary), Responsibilities, Requirements (education, experience, registrations, physical), Qualifications (required and preferred), Skills, Benefits, Pay, Schedule (if schedule info present). There's no explicit schedule info. So we should not create Schedule section. We need to include only sections with real content. Thus sections: About the role (intro paragraph), Responsibilities (ul), Requirements (maybe combine education, experience, registrations, physical), Qualifications (required and preferred), Skills (ul), Benefits (ul or p), Pay (p). Possibly also Company Overview? Could be part of About the role? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should follow those headings. If we have content for Company Overview, maybe we could put under About the role? But About the role is supposed to be about the role, not company overview. However we could still include company overview as part of About the role? Might be okay but better to keep About the role as role description, and maybe add a separate section like "Company Overview" not in allowed list; but instruction says use those headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use

for section headings (e.g. those). Likely they expect only those headings. So we should map content to those headings. Thus: - About the role: summary of role mission and purpose (first paragraph). - Responsibilities: list of key responsibilities. - Requirements: education, work experience, FINRA registrations, physical requirements, career level? Could include. - Qualifications: required and preferred qualifications (maybe combine). Could separate required vs preferred but both under Qualifications heading. - Skills: related skills list. - Benefits: benefits description. - Pay: base pay range and incentive info. - Schedule: none, so omit. We must not include placeholder text like "commensurate with experience". We have actual pay range. We must not repeat job title as heading. We must not include Job ID etc. We must preserve all substantive info; do not invent or summarize away detail. So we need to keep details like specific product knowledge, etc. We need to convert bullet-like sentences into

• . For responsibilities, we have many sentences; we can split each sentence as a li. Similarly for qualifications. We must be careful not to lose any detail. Let's extract responsibilities sentences from "Key Responsibilities And Duties". The text: "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 integrated teams to successful collaboration, development, and execution of business strategy to maximize client outcomes and takes ownership of working with key stakeholders to drive resolution to complex issues and ensure overall client satisfaction.Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants.Mentors relationship management staff within their market and region.Creates an agile environment by embracing new ways of working and encourages others to operate efficiently to maximize client outcomes.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.Develops highly specialized product knowledge and financing expertise for covered sector to lead client discussions in product positioning and adoption, manage profitability and maintain competitive pricing." We need to split into separate li items. Some sentences are concatenated without spaces; we need to parse. Let's manually split: 1. 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) 2. establishes the strategic approach to growing business and executes to drive profitable results. 3. Strategic partner and trusted advisor of the plan sponsors and consultants. 4. Identifies, influences, and executes on a strategic vision of both the plan sponsor and TIAA. 5. Effectively positions the value of lifetime income to sell our products and solutions to plan sponsors and consultants. 6. Demonstrates expertise in identifying unstated current and future client needs and in planning to meet those client opportunities. 7. Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans within and across institutions to profitably grow the business. 8. Leads integrated teams to successful collaboration, development, and execution of business strategy to maximize client outcomes and takes ownership of working with key stakeholders to drive resolution to complex issues and ensure overall client satisfaction. 9. Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants. 10. Mentors relationship management staff within their market and region. 11. Creates an agile environment by embracing new ways of working and encourages others to operate efficiently to maximize client outcomes. 12. Creates B2B and B2B2C business opportunities by promoting enterprise employer solutions and employee engagement with TIAA Consultants and Advisors. 13. Reviews client financials and regularly meets with senior executives to understand their long-term strategies. 14. Develops highly specialized product knowledge and financing expertise for covered sector to lead client discussions in product positioning and adoption, manage profitability and maintain competitive pricing. That seems comprehensive. Now Requirements: Education: University (Degree) Preferred. Work Experience: 5+ Years Required; 7+ Years Preferred. FINRA Registrations: SRC Indicator: Series 6 or 7; Series 63. Physical Requirements: Sedentary Work. Career Level 9IC. We could list each as li. Qualifications: Required 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 Preferred Qualifications: list many items. We need to preserve all detail. So we will create ul for Required Qualifications and another ul for Preferred Qualifications under Qualifications heading? Or we could have two subheadings but not allowed. Better to have one ul with all qualifications, but we need to differentiate required vs preferred. Could include text indicating required vs preferred inside li. That preserves detail. Thus li items: - Required: 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 - Preferred: 7+ years’ experience in Institutional consultative sales and client relationship management experience; Institutional experience of working with plan sponsors over Individual advisor experience of working with individual clients; 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; Demonstrated experience as a mentor for other sales/relationship management staff; Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements, with an advanced understanding of retirement plan design for our institutions; able to assist client's outside counsel and/or legal counsel on plan design as applicable; knowledge of defined benefit plans as they relate to TIAA’s business; Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications We need to keep semicolons as separators but li can contain commas. Now Skills: list: Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling We'll make ul. Benefits: description paragraph: "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