Relationship Manager

TIAA

Relationship Manager I responsible for deepening client relationships and identifying sales opportunities within TIAA's book of business. Leading integrated client teams to ensure growth, retention, and servicing of existing clients.

Posted 6/23/2026full-timeCharlotte • District of Columbia, North Carolina, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $78,000 - $108,000 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.
Strategic partner and trusted advisor of the plan sponsors and consultants.
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 within and across institutions to profitably grow the business.
Leads and oversees integrated teams and discussions with the client and engages the appropriate internal business partners to support plan adoption and client needs.
Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants.

Requirements

What you’ll need

3+ Years Required; 5+ Years Preferred
Must have Series 6 or Series 7 and obtain Series 63 within 120 days from date of hire.
Experience in client facing roles - participant or institutional facing
Experience working with institutional retirement plans
Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

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

client relationship managementstrategic planningfinancial analysisbusiness developmentretirement planningnegotiation

Soft Skills

accountabilitybusiness acumencommunicationinspirationproblem solvingrelationship management

Certifications

Series 6Series 7Series 63