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TIAA
TIAA
H1B Visa SponsorFinanceInsuranceWealth Management
TIAA is a financial services and insurance company focused on retirement planning, wealth management, and long-term financial security. Its offerings include annuities, individual retirement accounts, investment management, and personalized financial guidance for individuals and institutional clients. Founded in 1918, TIAA combines retirement expertise with responsible investing and manages $1.2 trillion in assets, helping customers plan for dependable lifetime income and more confident financial futures.
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Senior Relationship Manager, Retirement Plans

Grow TIAA retirement plan relationships and expand adoption of lifetime income solutions. Lead strategic client teams, consultant partnerships, and profitable business development.

USUnited StatesMAMassachusettsNYNew York
$121,000 – $163,000 / year
HybridFull-timeSeniorEnglish RequiredAccount ManagerSales

Description

  • Lead cross-functional client teams to grow, retain, and deepen relationships
  • Develop and execute strategies that grow the business and deliver profitable results
  • Advise plan sponsors and consultants as a trusted strategic partner
  • Shape and carry out strategic visions for plan sponsors and TIAA
  • Position lifetime income solutions and sell TIAA products and services
  • Anticipate client needs and develop plans to pursue opportunities
  • Use analytics, investment and market insight, and financial data to build multiyear strategic plans
  • Coordinate and execute business strategies to improve client outcomes
  • Resolve complex issues and maintain client satisfaction
  • Work with Consultant Relations to strengthen TIAA’s standing with consulting firms and consultants
  • Mentor relationship management colleagues across the market and region
  • Promote enterprise employer solutions and employee engagement to develop B2B and B2B2C opportunities
  • Review client financials and discuss long-term strategies with senior executives
  • Guide client discussions on product positioning and adoption, manage profitability, and maintain competitive pricing

Requirements

  • At least 5 years of experience required; 7 or more years preferred
  • University degree preferred
  • FINRA Series 6 or 7 registration
  • FINRA Series 63 registration
  • Experience managing a large, complex client portfolio, including at least one top 200 client or a complex portfolio in the Institutional client business
  • Expertise in retirement plan design and lifetime income solutions
  • Product and financing expertise in the covered sector
  • Knowledge of analytics, investments, markets, and financials
  • Expertise in client relationship management and business development
  • Negotiation and problem-solving skills
  • Ability to perform sedentary work

Benefits

  • Retirement program
  • Health, wellness, and work-life offerings
  • Financial well-being support
  • Skills development and AI tools
  • Learning and professional development opportunities
  • Performance-linked incentives may be available, including annual discretionary programs and non-annual sales incentive plans
  • Drug-free and smoke-free workplace
  • Reasonable accommodations for applicants with disabilities

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