Director, Relationship Manager II

TIAA

Director, Relationship Manager II leading TIAA's client relationships and strategic direction for growth in lifetime income solutions. Overseeing integrated teams for client satisfaction and retention.

Posted 7/30/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $111,000 - $134,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in strategic business growth, leveraging analytics and market knowledge to develop multi-year plans. Effectively positions and sells financial products to plan sponsors and consultants while building strong relationships within the industry.

Highest-signal resume keywords

Strategic Business GrowthClient Relationship ManagementFinancial AnalysisB2B SalesFINRA Series 6 or 7

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisStrategic PlanningMarket KnowledgeBusiness DevelopmentClient Needs Assessment

Soft Skills

LeadershipInfluencingCommunicationCollaborationAdvisory Skills

Certifications & Qualifications

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

Industry Keywords

B2BB2B2CPlan SponsorsConsultantsTIAA

About the role

Key responsibilities & impact

Leads the internal integrated client team
establish the strategic approach to growing business and executes to drive profitable results
Strategic partner and trusted advisor of the plan sponsors and consultants
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 within and across institutions to profitably grow the business
Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants
Creates B2B and B2B2C business opportunities by promoting enterprise employer solutions and employee engagement with TIAA Consultants and Advisors
Reviews client financials and regularly meets with senior executives to understand their long-term strategies

Requirements

What you’ll need

5+ Years Required; 7+ Years Preferred
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

superior retirement program
highly competitive health, wellness and work life offerings