Sr Relationship Manager

Nuveen, a TIAA company

Base: $124,000pyr - $174,000pyr; bonus/equity: pyr...
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Deepen client relationships
Identify sales opportunities
Deliver lifetime income
** Nuveen, a TIAA company, is seeking a Senior Relationship Manager to enhance client relationships and drive business growth within a complex institutional client base. The role requires significant experience in relationship management, particularly in retirement planning, coupled with strong leadership and strategic skills. **

Job Summary

  • The Sr Relationship Manager plays a crucial role in our mission to deliver lifetime income to all, 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 relationship.
  • 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

Match Score: 75

** Nuveen, a TIAA company, is seeking a Senior Relationship Manager to enhance client relationships and drive business growth within a complex institutional client base. The role requires significant experience in relationship management, particularly in retirement planning, coupled with strong leadership and strategic skills. **

Salary

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

Skills & Requirements

Must-have

  • Deepen client relationships
  • Identify sales opportunities
  • Deliver lifetime income
  • Strategic client experience
  • Lead integrated teams
  • Drive plan and participant outcomes

Nice-to-have

  • Embrace new ways of working
  • Promote enterprise employer solutions
  • Foster collaborative in-office environment
  • Advance mission with AI tools

Key Requirements

  • 5+ Years of relationship management experience
  • 7+ Years of relationship management experience preferred
  • 10 years of institutional retirement experience
  • FINRA Series 6 or 7; Series 63
  • University Degree Preferred

Work Rights

Not specified

Tailored Resume

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