Dir,Tuition Financing Relationship Manager
About The Position
TIAA Education Savings is seeking a results and detail-oriented Relationship Manager to support and grow State client relationships in our successful 529 business. This individual will spend the majority of their time working with internal business partners at a tactical and strategic level to implement and drive program growth and manage contract risk. The Education Savings Relationship Manager will be the primary day-to-day manager in support of and growth of the 529 plan for a key State client being serviced by TIAA’s Education Savings 529 program management business with a responsibility for meeting servicing and client goals. This position is responsible for client-level business planning, program development, reporting, operational and regulatory support and for managing client-related activities. This individual leads the client on initiatives to anticipate industry trends and align to TIAA and Education Savings goals. The successful candidate will quickly have a read of the State client's goals and requirements and a keen understanding of TIAA Education Savings business goals. This role is responsible for coordinating due diligence/informational meetings/discussions about investment strategy and investment performance. Responsibilities include preparing and presenting briefings for the Programs' Boards and taking lead on contract negotiations and renewals.
Requirements
- 5+ years of Relationship Management experience.
- Experience with 529 Savings plans.
- Series 6 or 7 and 63 required within 90 days of hiring.
Nice To Haves
- Institutional and/or government relations in the financial services industry experience.
Responsibilities
- Leader of State servicing team, project leader/manager engaging Education Savings and all business partners in the service of the State client.
- Provides strategic leadership and partnership that is recognized by the client and internal business partners.
- Ensures that the State program being managed remains on the leading edge of Education Savings’ total service offer as measured by-product features and industry positioning.
- Responsible for State program profit and loss (P/L) statement and revenue results.
- Serves as Education Savings’ lead on respective State-based business initiatives in collaboration with State Government Relations.
- Identifies, develops, and grows relationships with key personnel constituencies important to program growth.
- Utilizes and maintains strong relationships across the TIAA business complex.
- Demonstrates understanding and development of financial product sales cycle and regulatory constraints and requirements.
- Demonstrates skilled RFP writing skills along with presentation creation and delivery skills.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
Associate degree
