Senior Director, Senior Relationship Manager (retirement Solutions)

TIAA Jobs

Base: $124,000pyr - $174,000pyr; bonus/equity: inc...
Deepen client relationships
Identify sales opportunities
Strategic client experience
The Sr Relationship Manager is responsible for deepening client relationships and identifying sales opportunities within a large complex book of clients

Job Summary

  • The Sr Relationship Manager is responsible for deepening client relationships and identifying sales opportunities within a large complex book of clients.
  • They are responsible for delivering a distinctive and strategic client experience through leadership of integrated teams ensuring growth, retention and servicing of existing client relationships.
  • The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.

Matching Summary

The Sr Relationship Manager is responsible for deepening client relationships and identifying sales opportunities within a large complex book of clients.

Salary

Base: $124,000/yr - $174,000/yr; Bonus/Equity: Incentive program linked to performance; Benefits: Comprehensive Total Rewards package

Skills & Requirements

Must-have

  • deepen client relationships
  • identify sales opportunities
  • strategic client experience
  • lifetime income solutions
  • defined contribution plan knowledge

Nice-to-have

  • agile environment
  • future-focused skills
  • collaborative in-office environment
  • entrepreneurial spirit

Key Requirements

  • 5+ years institutional consultative sales experience
  • 7+ years institutional consultative sales experience preferred
  • FINRA Series 6 or 7; Series 63
  • University Degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter