Relationship Manager II

TIAA•Waltham, MA

21h

About The Position

The Relationship Manager II plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a moderately complex book of business (Partner Market clients with $10-$75 million in assets, Healthcare clients, and Institutional clients with assets averaging $75M - $1.5B.) They are responsible for delivering a distinctive and strategic client experience through leadership of integrated teams to ensure growth, retention, and servicing of existing clients. They are accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes through: alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA products and delivery of the full value of TIAA solutions and services.

Requirements

5+ Years Required; 7+ Years Preferred
FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Responsibilities

Leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes (book of business, client, and consultant) establishes the strategic approach to growing business and executes to drive profitable results.
Strategic partner and trusted advisor of the plan sponsors and consultants.
Identifies, influences, and executes on a strategic vision of both the plan sponsor and TIAA.
Effectively positions the value of lifetime income to sell our products and solutions to plan sponsors and consultants.
Demonstrates expertise in identifying unstated current and future client needs and in planning to meet those client opportunities.
Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans within and across institutions to profitably grow the business.
Leads and oversees integrated teams to execute on a unified client strategy, ensuring all initiatives are executed effectively and efficiently, and all account management activities are completed satisfactorily
Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants.
Creates B2B and B2B2C business opportunities by promoting enterprise employer solutions and employee engagement with TIAA Consultants and Advisors.