Relationship Manager II

TIAA

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

Posted 10/9/2026full-timeFairfax • Virginia • United StatesMid-LevelSenior💰 $111,000 - $134,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, strategic business development, and financial analysis to drive growth and retention in complex client environments. Proficient in retirement plan design and lifetime income products, with a strong focus on analytics and market knowledge.

Highest-signal resume keywords

Client Relationship ManagementBusiness DevelopmentRetirement Plan DesignFinancial AnalysisNegotiation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRetirement Plan DesignBusiness DevelopmentClient Relationship ManagementInvestment KnowledgeMarket KnowledgeLifetime Income ProductsRetirement Planning SellingAccount ManagementStrategic Planning

Soft Skills

Negotiation SkillsStrategic PartnershipClient EngagementTeam LeadershipCommunication Skills

Certifications & Qualifications

Series 6 FINRA RegistrationSeries 7 FINRA RegistrationSeries 63 FINRA RegistrationLife and Health Insurance License

Industry Keywords

B2B SolutionsB2B2C SolutionsHealthcare ClientsInstitutional ClientsConsultant RelationsClient FinancialsEnterprise Employer SolutionsLong-term StrategiesIntegrated Client TeamsMarket Knowledge

About the role

Key responsibilities & impact

Lead internal integrated client teams to grow, retain, and deepen client and consultant relationships
Establish strategic approaches to grow the book of business and execute profitable results
Act as a strategic partner and trusted advisor to plan sponsors and consultants
Position lifetime income value and sell TIAA products and solutions
Identify current and future client needs and plan to address opportunities
Use analytics, investment, market knowledge, and financials to develop multi-year strategic plans
Oversee integrated teams executing unified client strategies and account management activities
Partner with Consultant Relations to strengthen TIAA’s position with consulting firms and consultants
Create B2B and B2B2C opportunities through enterprise employer solutions and employee engagement
Review client financials and meet with senior executives about long-term strategies

Requirements

What you’ll need

5+ years of work experience required; 7+ years preferred
University degree preferred
Series 6 or 7 and Series 63 FINRA registrations
Life and Health Insurance License (Resident State) required within 120 days
Experience with moderately complex books of business, including Partner Market, Healthcare, and Institutional clients
Knowledge of retirement plan design, lifetime income products, investment, market knowledge, and financials
Skills in business development, client relationship management, negotiation, retirement planning selling, and financial markets
Sedentary work capability

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work life offerings
Financial well-being support
Meaningful learning experiences and development pathways
Incentive program linked to performance, depending on the role