Relationship Manager

TIAA

Relationship Manager II responsible for deepening client relationships and identifying sales opportunities for TIAA's partners. Collaborating with teams to deliver lifetime income solutions.

Posted 6/16/2026full-timeWaltham • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $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
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
Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans
Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position

Requirements

What you’ll need

5+ Years Required; 7+ Years Preferred Work Experience
FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Benefits

Comp & perks

Comprehensive Total Rewards package
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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Soft Skills

leadershiprelationship managementstrategic planninginfluencingclient needs assessmentanalyticsmarket knowledgefinancial analysis

Certifications

FINRA Series 6FINRA Series 7FINRA Series 63Life and Health Insurance License