Job Information
TIAA Sr Relationship Manager in Boston, Massachusetts
Sr Relationship Manager
The Senior Relationship Manager provides strategic and day-to-day support for Retirement client services, business development and relationship building. This job establishes operational plans within the Relationship Management area and is a single point of contact for key clients, providing coordinated access to company's products and services.
Key Responsibilities and Duties
Develops and maintains relationships with key Retirement clients to understand their business, risks, and opportunities.
Ensures overall client satisfaction by managing day-to-day client facing administrative and all plan operational needs and requirements of the Retirement client relationship.
Develops and implements new products, processes, standards or operational plans that will have impact on the achievement of Relationship Management results.
Reviews client financials and regularly meets with senior executives to understand their longer-term strategies.
Builds a personal rapport with client contacts in order to be seen as a trusted advisor.
Serves a wide range of company products in response to client's business requirements - including proactively suggesting solutions to clients.
Develops highly specialized product knowledge and financing expertise for covered sector.
Ensures client instructions are executed in a timely and accurate manner.
Qualifications
5 Years Required; 7 Years Preferred
University (Degree), Preferred
FINRA Registrations
- SRC Indicator: Series 6 or 7; Series 63
Physical Requirements
- Physical Requirements: Sedentary Work
Preferred Education
- University (Degree)
Career Level
9IC
Required:
- 5 years of relationship management experience
Preferred:
7 years of relationship management experience
University Degree
FINRA Registrations
- SRC Indicator: Series 6 or 7; Series 63 - required within 120 days
Licenses and Certifications
- Life Insurance License (Resident State) - Multiple Issuers required within 120 Days
Related Skills
Accountability, Business Development, Client Service, Commercial Acumen, Commercial Mindset, Communication, Financial Markets Impact, Group Problem Solving, Inspires Others, Negotiation, Relationship Management, Retirement Planning Selling
Anticipated Posting End Date:
2024-10-02
Base Pay Range: $118,500/yr. - $195,000/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 Overview
TIAA 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 Rewards
The 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 Opportunity
We 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 Support
TIAA 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) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
For 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) .
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.
Privacy Notices
For 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) .
Nondiscrimination & Equal Opportunity Employment
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)