Wealth Management Client Relationship Manager
TIAA
Vice President – Partnership Manager, Global Transaction Banking
TD
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $108,160 - $225,000 per year
Job Level
Lead
About the role
- Serve as the primary relationship owner during the initial engagement phase of new partnerships.
- Coordinate onboarding processes, ensuring partners integrate effectively into the bank’s product and operational ecosystem.
- Facilitate cross-functional introductions between partners and internal stakeholders to ensure alignment.
- Conduct market scans and competitive analysis to identify emerging players and relevant technologies.
- Assess prospective partners for strategic fit, financial stability, technical capability, and cultural alignment.
- Evaluate strategic alignment, health, and scalability of current and potential future third-parties.
- Lead deal negotiations, balancing commercial, operational, and compliance considerations.
- Partner with Legal, Risk, and Compliance to ensure agreements meet regulatory and contractual requirements.
- Define partnership KPIs, deliverables, and governance structures as part of contractual arrangements.
- Oversee a portfolio of partnerships across multiple businesses and product lines.
- Lead specific high-impact partnership initiatives, ensuring timely delivery against strategic objectives.
- Track partnership performance and work with internal teams to drive continuous improvement and value realization.
- Act as a trusted advisor to product, technology, and business leaders on partnership strategy and opportunities.
- Provide executive-level updates on partnership pipeline, performance, and risks.
- Influence decision-making through data-driven recommendations and compelling business cases.
Requirements
- 6–9 years of experience in partnership management, business development, or strategic alliances within financial services or technology sectors
- Proven success in sourcing, negotiating, and onboarding partners in complex, regulated environments
- Strong commercial banking acumen and experience building business cases and ROI models
- Excellent negotiation, communication, and interpersonal skills
- Experience managing multi-stakeholder, cross-functional projects across geographies or business units
- Technical acumen with an understanding of technical architecture and solution design
- Familiarity with APIs, API lifecycle management, and developer portals
- Knowledge of technical integration processes across internal and external systems
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development
- Reward and recognition
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
partnership managementbusiness developmentstrategic alliancesnegotiationcommercial banking acumenROI modelstechnical architecturesolution designAPI lifecycle managementtechnical integration processes
Soft skills
communication skillsinterpersonal skillsnegotiation skillscross-functional collaborationinfluencing decision-makingrelationship managementstrategic thinkingproblem-solvingexecutive communicationcontinuous improvement
