Director, Relationship Manager II

TIAA

Relationship Manager II responsible for enhancing client relationships and delivering lifetime income solutions. Leading integrated teams to drive growth and retention for TIAA's clients.

Posted 7/8/2026full-timePhiladelphia • Pennsylvania • 🇺🇸 United StatesLead💰 $111,000 - $134,000 per yearWebsite

About the role

Key responsibilities & impact

Leads the internal integrated client team to grow, retain and deepen client relationships
Establishes the strategic approach to growing business and executes to drive profitable results
Identifies and executes on a strategic vision of both the plan sponsor and TIAA
Positions the value of lifetime income to sell our products and solutions to plan sponsors and consultants
Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans
Partners with Consultant Relations to strengthen TIAA's position with consulting firms and individual consultants

Requirements

What you’ll need

5+ years’ experience in institutional consultative sales and client relationship management experience
Consultative Selling Approach with a focus on client experience
SRC Indicator: Series 6 or 7; Series 63
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements
Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications

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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Hard Skills & Tools

Institutional Consultative SalesStrategic PlanningFinancial AnalysisPresentation SkillsExecutive Summary Preparation

Soft Skills

Client Experience FocusTeam Leadership

Certifications

Series 6 or 7Series 63Life and Health Insurance License