Relationship Manager II
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Waltham • Massachusetts • United States
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Salary
💰 $99,800 - $130,000 per year
About the role
- 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
- 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
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client relationship managementsales opportunity identificationteam leadershipgrowth strategyclient retention
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63Life Insurance LicenseHealth Insurance License