Director, Relationship Manager II

TIAA

Sr Relationship Manager at TIAA responsible for deepening complex client relationships and driving strategic initiatives. Leading internal teams to deliver optimal client solutions and outcomes.

Posted 5/19/2026full-timeAtlanta • District of Columbia, North Carolina • 🇺🇸 United StatesLead💰 $99,800 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

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
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 to profitably grow the business
Leads integrated teams to successful collaboration, development, and execution of business strategy to maximize client outcomes
Partners with Consultant Relations to proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants
Mentors relationship management staff within their market and region

Requirements

What you’ll need

5+ years’ experience in institutional consultative sales and client relationship management experience
7+ years’ experience in Institutional consultative sales and client relationship management experience preferred
Institutional experience of working with plan sponsors over Individual advisor experience of working with individual clients
Proven track record of achieving significant sales results
Demonstrated experience developing and maintaining executive/key influencer/buyer relationships at client institutions
Demonstrated technical expertise of financial products/services and the features/benefits of TIAA (or like) products and services
Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements
Advanced understanding of retirement plan design for our institutions
Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications

Benefits

Comp & perks

Superior retirement program
Highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

institutional consultative salesclient relationship managementfinancial products expertiseretirement plan designsales results achievementexecutive relationship developmentstrategic planninganalyticsmarket knowledgefinancial analysis

Soft Skills

leadershipmentoringcollaborationcommunicationinfluencingpresentation skillsstrategic thinkingclient needs assessmentrelationship buildingproblem solving