Relationship Manager I (New York City, NY)

Rel Mgr, Cons Relations
The Relationship Manager, Cons Relations is assigned to a basic book of business and is responsible for ensuring growth, retention and servicing of client relationships. This job is responsible for retention of existing business through deepening relationships with key decision-makers and partners while driving plan outcomes through alignment with best practices in retirement plan design, efficient plan administration, and delivering lifetime income solutions through expanded adoption of the broad array of TIAA products & services.

Key Responsibilities and Duties

• Develops and maintains relationships with Client Relationships Retirement & Education Savings clients to understand their business, risks, and opportunities.

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• 3 Years Required; 5 Years Preferred

• University (Degree), Preferred

• SRC Indicator: Series 6 or 7; Series 63

• Physical Requirements: Sedentary Work

• University (Degree)

Additional Job Description related to Qualifications

• 3 years of Institutional Retirement client relationship management experience, Institutional retirement plan consultative sales, and / or retirement plan consulting experience.
• Proven track record of achieving sales results.
• Demonstrated experience developing and maintaining executive/key influencer/buyer relationships at client institutions.
• Technical expertise of financial products/services and the features/benefits of TIAA (or like) products and services.
• Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements, with an advanced understanding of retirement plan design for our institutions. Able to assist client's outside counsel and/or legal counsel on plan design as applicable. Knowledge of defined benefit plans as they relate to TIAA's business.
• Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications.
• When travel resumes, ability to perform ~ 25-35% travel

LOCATION:  This is a hybrid flex position with some days in the office, some days in a home office.  As such, the candidate will ideally be located within the greater New York City metropolitan marketplace.

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). 

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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.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

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.

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.

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: [email protected]

Privacy Notices

For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

For all other residents, click here to access the Applicant Privacy Notice.