Relationship Manager I

Relationship Manager IThe Relationship Manager I role works with a book of clients with $10-$75 million in assets and is responsible for delivering a distinctive and strategic client experience through leadership of integrated teams to ensure growth, retention, and servicing of existing clients. They are responsible for deepening relationships with key decision makers and partners while driving plan and participant outcomes through alignment with best practices in retirement plan design, efficient plan administration and delivering lifetime income solutions through the expanded adoption of TIAA products and services.Key Responsibilities and Duties

Maintains and enhances existing business and client services.

Identifies the sales opportunities within their book of business and relies on internal business partners to help drive client adoption with specific emphasis on TIAA's Custom Portfolio solutions.

Leads and oversees integrated teams and discussions with the client and engages the appropriate internal business partners to support plan adoption and client needs.

Develops and maintains institutional client and key decision maker relationships to understand their business, risks, and opportunities then executes a plan to align with them.

Advocates for TIAA to be a present representative at client association group events (e.g. Association of Independent Schools, etc.) to enhance client relationships and promote the organization.

Recommends a wide range of company products/services and solutions in response to client’s business requirements.

Partners with Consultant Community to achieve client retention and adoption of TIAA solutions.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

FINRA Registrations

SRC Indicator: Series 6 or 7; Series 63

Physical Requirements

Physical Requirements: Sedentary Work

Career Level7ICAll licenses must be obtained within 120 days from start date.Base Pay Range: $78,200/yr. - $130,400/yr.Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).Company OverviewTIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .Equal OpportunityWe are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .Accessibility SupportTIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Phone: (800) 842-2755Email: accessibility.support@tiaa.orgPrivacy NoticesFor Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.