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Relationship Manager II
TIAARelationship Manager II managing a diverse financial services portfolio for major clients. Focused on deepening client relationships and delivering TIAA solutions.
Posted 4/16/2026full-timeWaltham • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $99,800 - $130,000 per yearWebsite
About the role
Key responsibilities & impact- Deepen client relationships and identify sales opportunities
- Lead integrated client teams to ensure growth and retention
- Position the value of lifetime income to sell products
Requirements
What you’ll need- 5+ years of experience required; 7+ years preferred
- FINRA Registrations (Series 6 or 7; Series 63)
- Life and Health Insurance License required within 120 days
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Flexible work arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
client relationship managementsales opportunity identificationteam leadershipgrowth strategyclient retention
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63Life Insurance LicenseHealth Insurance License