TIAA

Senior Director, Senior Relationship Manager – Retirement Solutions

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Atlanta • District of Columbia • Maryland • United States

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Salary

💰 $124,000 - $174,000 per year

Job Level

Senior

About the role

  • responsible for deepening client relationships and identifying sales opportunities within a large complex book of clients
  • delivering a distinctive and strategic client experience through leadership of integrated teams ensuring growth, retention and servicing of existing client relationship
  • accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes
  • leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes
  • establishes the strategic approach to growing business and executes to drive profitable results
  • 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

Requirements

  • 5+ years’ experience in institutional consultative sales and client relationship management experience
  • Individuals with a Consultative Selling Approach with a focus on client experience will be best suited for this role
  • 7+ years’ experience in Institutional consultative sales and client relationship management experience preferred
  • Demonstrated experience developing and maintaining executive/key influencer/buyer relationships at client institutions
  • Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements
  • Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications
Benefits
  • superior retirement program
  • highly competitive health offerings
  • wellness programs
  • work life offerings
  • professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
consultative salesclient relationship managementpresentation skillsexecutive summariesIRA technical rules403(b) technical rules401(a) technical rules457(b) technical rulesnondiscrimination rulesERISA requirements
Soft Skills
client experience focusleadershiprelationship buildingstrategic thinkinginfluencingcommunication