Relationship Management Specialist

TIAA • Boston, MA

9d • 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 to manage client relationships. The role focuses on deepening client relationships and engagement by driving and reinforcing standardized practices. It supports delivery and adoption of the Client Engagement framework and supports roles serving TIAA Kaspick clients.

Requirements

• At least 5 years of experience.
• Related skills: business development, client relationship management, collaboration, consultative communication, continuous improvement mindset, due diligence, practice management strategy, prioritization, quantitative analysis, retirement planning selling, sales, TIAA products/services acumen, and wealth management.

Nice To Haves

• University degree preferred.
• At least 7 years of work experience preferred.
• At least 3 years of relationship management experience preferred.
• At least 3 years of nonprofit experience preferred.

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.
• Drive consistent use of standardized routines and processes that help relationship managers and leaders uncover new business opportunities and engage clients to meet business objectives.
• Work with key business partners to lead and drive consistent delivery and adoption of client relationship and engagement strategies aligned with broader goals.
• Work with TIAA Kaspick relationship management leadership to drive 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

• Superior retirement program.
• Competitive health, wellness, and work-life offerings supporting physical, emotional, and financial well-being.
• Depending on the role, compensation may include participation in a performance-linked incentive program.

What This Job Offers

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