Senior Director, Relationship Manager

TIAA

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

Posted 9/29/2026full-timeUnited StatesSenior💰 $121,000 - $163,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in institutional consultative sales and client relationship management, with a strong focus on strategic planning, financial product knowledge, and mentoring capabilities. Proven ability to leverage analytics and market knowledge to drive client satisfaction and business growth.

Highest-signal resume keywords

Institutional Consultative SalesClient Relationship ManagementFinancial Product ExpertiseMentoring Sales StaffStrategic Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy DevelopmentFinancial AnalysisRetirement Plan DesignDefined Contribution Plan KnowledgeProduct Positioning

Soft Skills

Strong Presentation SkillsClient Satisfaction Resolution

Tools & Technologies

Microsoft PowerPointMicrosoft ExcelMicrosoft Word

Certifications & Qualifications

Series 6 RegistrationSeries 7 RegistrationSeries 63 Registration

Industry Keywords

IRA403(b)401(a)/(k)457(b)457(f)ERISA RequirementsDefined Benefit Plans

About the role

Key responsibilities & impact

Lead internal integrated client teams to grow, retain, and deepen relationships
Establish strategic approaches to growing the business and execute for profitable results
Serve as a strategic partner and trusted advisor to plan sponsors and consultants
Identify, influence, and execute strategic visions for plan sponsors and TIAA
Position the value of lifetime income to sell products and solutions
Identify current and future client needs and plan to address opportunities
Leverage analytics, investment knowledge, market knowledge, and financials to develop multi-year strategic plans
Lead collaboration and execution of business strategy to maximize client outcomes
Resolve complex issues and ensure overall client satisfaction
Partner with Consultant Relations to strengthen TIAA’s position with consulting firms and consultants
Mentor relationship management staff within the market and region
Promote enterprise employer solutions and employee engagement with TIAA consultants and advisors
Review client financials and meet with senior executives regarding long-term strategies
Develop specialized product knowledge and financing expertise
Lead client discussions on product positioning and adoption, manage profitability, and maintain competitive pricing

Requirements

What you’ll need

5+ years’ experience in institutional consultative sales and client relationship management
Series 6 or 7 registration
Series 63 registration
7+ years’ experience in institutional consultative sales and client relationship management preferred
Proven track record of achieving significant sales results preferred
Experience developing and maintaining executive, key influencer, and buyer relationships at client institutions preferred
Technical expertise of financial products/services and TIAA or similar products and services preferred
Experience mentoring sales/relationship management staff preferred
Understanding of IRA, 403(b), 401(a)/(k), 457(b), and 457(f) defined contribution plan technical rules, nondiscrimination rules, and ERISA requirements preferred
Advanced understanding of retirement plan design preferred
Knowledge of defined benefit plans as they relate to TIAA’s business preferred
Strong presentation skills preferred
Ability to prepare executive summaries using Microsoft PowerPoint, Excel, and Word preferred
Sedentary work physical requirements
University degree preferred

Benefits

Comp & perks

Superior retirement program
Highly competitive health offerings
Wellness offerings
Work-life offerings
Future-focused skills and AI tools
Meaningful learning experiences and development pathways
Incentive program linked to performance may be included, such as annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans