TIAA

Senior Director, Relationship Manager

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Amherst • New York • 🇺🇸 United States

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Salary

💰 $124,000 - $174,000 per year

Job Level

Senior

About the role

  • Lead integrated client teams to grow, retain, and deepen client relationships
  • Identify and execute strategic visions for plan sponsors
  • Position the value of lifetime income for clients

Requirements

  • 5+ years of work experience required; 7+ years preferred
  • Series 6 or 7 certification; Series 63 registration preferred
  • Expertise in relationship management and financial markets
Benefits
  • Comprehensive Total Rewards package
  • Health, wellness, and work-life offerings
  • Superior retirement program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
relationship managementclient relationship buildingstrategic vision execution
Certifications
Series 6Series 7Series 63
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