Senior Relationship Manager

TIAA

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

Posted 10/21/2026full-timeUnited StatesSenior💰 $121,000 - $163,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, strategic business development, and retirement plan design, with a strong focus on analytics and financials to drive profitable outcomes. Proven ability to mentor teams and influence strategic visions for clients while ensuring satisfaction and engagement.

Highest-signal resume keywords

Client Relationship ManagementStrategic Business DevelopmentRetirement Plan DesignFINRA Series 6 Or 7 RegistrationFINRA Series 63 Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AnalyticsInvestment KnowledgeMarket KnowledgeFinancial AnalysisBusiness Strategy ExecutionProduct PositioningNegotiation SkillsProblem-Solving Skills

Soft Skills

MentoringCollaborationInfluencing

Certifications & Qualifications

FINRA Series 6 RegistrationFINRA Series 7 RegistrationFINRA Series 63 Registration

Industry Keywords

Client SatisfactionB2B SolutionsB2B2C OpportunitiesComplex Client ManagementLifetime Income Solutions

About the role

Key responsibilities & impact

Lead internal integrated client teams to grow, retain, and deepen client relationships
Establish and execute strategic approaches to grow the business and drive 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 lifetime income 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
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 to create B2B and B2B2C opportunities
Review client financials and meet with senior executives regarding long-term strategies
Lead client discussions on product positioning and adoption, manage profitability, and maintain competitive pricing

Requirements

What you’ll need

5+ years of work experience required; 7+ years preferred
University degree preferred
FINRA Series 6 or 7 registration
FINRA Series 63 registration
Experience managing a large, complex book of clients, including at least one top 200 client or complex book within the Institutional client business
Expertise in retirement plan design and lifetime income solutions
Product knowledge and financing expertise for the covered sector
Knowledge of analytics, investments, markets, and financials
Client relationship management and business development expertise
Negotiation and problem-solving skills
Sedentary work physical requirement

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Financial well-being support
Future-focused skills and AI tools
Meaningful learning experiences and development pathways
Incentive program linked to performance may be available, including annual discretionary incentive programs and non-annual sales incentive plans
Drug-free and smoke-free workplace
Reasonable accommodation support for applicants with disabilities