TIAA Relationship Manager (Philadelphia, PA or Virtual - Eastern PA) in Philadelphia, Pennsylvania
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.
KEY RESPONSIBILITIES AND DUTIES:
The Relationship Manager is assigned to a 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 Relationship clients to understand their business, risks, and opportunities.
Identifies and provides input into new initiatives process/workflow improvements and program/policy changes.
Suggests and implements creative or unique solutions to solve problems.
Assists product management and marketing in the development of new products/services.
Maintains and enhances relationships with the decision makers at plan sponsors.
Advocates for TIAA as a representative to outside groups and associations.
Recommends a wide range of company products/services in response to client's business requirements - including proactively suggesting solutions to clients.
3 Years Required; 5 Years Preferred
University (Degree), Preferred
- SRC Indicator: Series 6 or 7; Series 63
- Physical Requirements: Sedentary Work
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
Requires FINRA Series 6 (or 7) and 63 registrations at the time of application.
Requires resident state insurance license, and non-resident licenses for all states in which the Relationship Manager will sell insurance products within six months of assuming position.
May be appointed as an agent by TIAA and T-C Life.
Must comply with all regulatory requirements and remain in good standing with regulatory agencies.
LOCATION: Position offers flexibility to work from a home office; yet, the candidate is targeted to be physically located in the following location: Philadelphia, PA metropolitan marketplace or Virtual Pennsylvania (within eastern side of Pennsylvania market).
Minimum Pay: $68,600.00
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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 (https://www.dol.gov/general/topics/posters) .
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
For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.
For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.
For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.