Relationship Manager I

Location: Atlanta, GA, USA

The Relationship Manager I plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a book of business with $10-$75 million in assets. They are 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 accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes through: alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA products and delivery of the full value of TIAA solutions and services.

Key Responsibilities and Duties

Leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes (book of business, client, and consultant) establishes 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.

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.

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 Level

7IC

Required Skills

• 3+ years of experience in financial services
• Must have Series 6 or Series 7 and obtain Series 63 within 120 days from date of hire.
• Additional Locations: Charlotte, NC, USA