Relationship Manager

TIAA

. Lead integrated internal client teams to grow, retain, and deepen relationships .

Posted 11/11/2026full-timeUnited StatesMid-LevelSenior💰 $78,000 - $108,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial services with a focus on client relationship management and strategic business growth. Proficient in retirement planning and analytics to drive successful outcomes for clients and participants.

Highest-signal resume keywords

Financial Services ExperienceClient Relationship ManagementBusiness DevelopmentRetirement PlanningNegotiation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Strategic PlanningAnalyticsInvestment KnowledgeMarket KnowledgeRetirement-Plan Design

Soft Skills

Problem-SolvingClient Engagement

Certifications & Qualifications

Series 6Series 7Series 63

Industry Keywords

Lifetime-Income ProductsInstitutional Retirement PlansConsulting FirmsPlan AdoptionParticipant Outcomes

About the role

Key responsibilities & impact

Lead integrated internal client teams to grow, retain, and deepen relationships
Develop and execute strategic approaches for profitable business growth
Act as a trusted advisor to plan sponsors and consultants
Position and sell lifetime-income products and solutions
Identify current and future client needs and plan to address opportunities
Use analytics, investment knowledge, market knowledge, and financials to develop multi-year strategic plans
Lead client discussions and engage internal business partners to support plan adoption and client needs
Build and strengthen TIAA’s position with consulting firms and individual consultants
Drive plan and participant outcomes through retirement-plan design, TIAA product adoption, and TIAA solutions and services

Requirements

What you’ll need

University degree preferred
3+ years of experience in financial services required
Must have Series 6 or Series 7
Must obtain Series 63 within 120 days from date of hire
Experience in client-facing participant or institutional roles preferred
Experience working with institutional retirement plans preferred
Sedentary work
Ability to work in a hybrid-flex arrangement
Strong business development, client relationship management, financial markets, retirement planning, negotiation, and problem-solving skills

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Learning experiences and development pathways
AI tools and future-focused skills development
Performance-linked incentive programs may be available, including annual discretionary incentives and non-annual sales incentive plans
Accessibility support and reasonable accommodation for applicants with disabilities
Drug-free and smoke-free workplace