Relationship Management Specialist

TIAA • Boston, MA

1d • $112,000 - $168,000 • Onsite

About The Position

The Client Relationship Specialist supports the development and execution of a consistent, scalable framework for the TIAA Kaspick relationship management team. The role enables deeper client relationships and engagement by driving and reinforcing standardized practices. It partners with relationship management leaders and other business partners to deliver and adopt client relationship and engagement strategies, support client-facing roles, and improve learning and best-practice sharing.

Requirements

• At least 5 years of experience.
• University degree preferred.

Nice To Haves

• At least 7 years of work experience preferred.
• At least 3 years of relationship management experience.
• At least 3 years of nonprofit experience.
• Skills in business development, client relationship management, collaboration, consultative communication, continuous improvement, due diligence, practice management strategy, prioritization, quantitative analysis, retirement planning sales, sales, TIAA products and services, and wealth management.

Responsibilities

• Drive client relationship engagement management, resource coordination, and client peer engagement for the TIAA Kaspick relationship manager team through consistent use of client data, CRM strategy, tools, and reporting.
• Promote standardized routines and processes that help TIAA Kaspick relationship managers and leaders identify new business opportunities and engage clients appropriately to meet business objectives.
• Work with key business partners to lead consistent delivery and adoption of client relationship and engagement strategies aligned with broader goals.
• Work with TIAA Kaspick relationship management leadership to promote accountability and optimize learning and best-practice sharing through resource development, metrics tracking, and collaboration with other partners across TIAA Kaspick.
• Support delivery and adoption of the Client Engagement framework and support roles serving TIAA Kaspick clients.

Benefits

• A comprehensive Total Rewards package.
• A superior retirement program.
• Competitive health, wellness, and work-life offerings.
• Depending on the role, participation in a performance-linked incentive program may be available.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level