Relationship Manager Ii

TIAA

Base: $99,800pyr - $130,000pyr; bonus: pyrticipyti...
Deepening client relationships with key decision makers
Leading integrated teams to execute client strategy
Identifying sales opportunities in moderately complex book of business
The Relationship Manager II plays a crucial role in delivering lifetime income by deepening client relationships within a moderately complex book of business

Job Summary

  • The Relationship Manager II plays a crucial role in delivering lifetime income by deepening client relationships within a moderately complex book of business.
  • This position requires leading internal integrated teams to ensure growth, retention, and servicing of existing clients while driving positive outcomes.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

The Relationship Manager II plays a crucial role in delivering lifetime income by deepening client relationships within a moderately complex book of business.

Salary

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

Skills & Requirements

Must-have

  • Deepening client relationships with key decision makers
  • Leading integrated teams to execute client strategy
  • Identifying sales opportunities in moderately complex book of business
  • Delivering lifetime income solutions and TIAA products
  • Developing multi-year strategic plans using analytics

Nice-to-have

  • Trusted advisor status with plan sponsors and consultants
  • Proactive partnership building with consulting firms
  • Expertise in retirement plan design best practices
  • Ability to influence unstated client needs
  • Collaborative in-office environment experience

Key Requirements

  • 5+ years required work experience (7+ preferred)
  • Series 6 or 7 FINRA registration
  • Series 63 FINRA registration
  • Life and Health Insurance License required within 120 days
  • University Degree required

Work Rights

Not specified

Tailored Resume

Cover Letter