Director, Relationship Manager Ii

TIAA Financial Services, Inc.

Base: $99,800pyr - $130,000pyr; bonus/equity: pyrt...
5+ years institutional consultative sales experience
Deep understanding of erisa and defined contribution plans
Proven track record in executive relationship building
The role is responsible for deepening client relationships and identifying sales opportunities within a moderately complex book of business ranging from $10 million to $1.5 billion in assets

Job Summary

  • The role is responsible for deepening client relationships and identifying sales opportunities within a moderately complex book of business ranging from $10 million to $1.5 billion in assets.
  • Candidates must lead integrated teams to deliver a distinctive strategic client experience that drives growth, retention, and servicing of existing clients.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health, wellness, and work-life offerings.

Matching Summary

The role is responsible for deepening client relationships and identifying sales opportunities within a moderately complex book of business ranging from $10 million to $1.5 billion in assets.

Salary

Base: $99,800/yr - $130,000/yr; Bonus/Equity: Participation in annual discretionary incentive programs; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • 5+ years institutional consultative sales experience
  • Deep understanding of ERISA and defined contribution plans
  • Proven track record in executive relationship building

Nice-to-have

  • Experience mentoring sales and relationship staff
  • Advanced knowledge of defined benefit plan design
  • Strong presentation skills using PowerPoint and Excel

Key Requirements

  • Series 6 or 7 FINRA registration required
  • Series 63 FINRA registration required
  • Bachelor's degree preferred
  • Minimum 5 years of relevant experience required

Work Rights

Not specified

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