responsible for deepening client relationships and identifying sales opportunities within a large complex book of clients
delivering a distinctive and strategic client experience through leadership of integrated teams ensuring growth, retention and servicing of existing client relationship
accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes
leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes
establishes the strategic approach to growing business and executes to drive profitable results
identifies, influences, and executes on a strategic vision of both the plan sponsor and TIAA
effectively positions the value of lifetime income to sell our products and solutions to plan sponsors and consultants

5+ years’ experience in institutional consultative sales and client relationship management experience
Individuals with a Consultative Selling Approach with a focus on client experience will be best suited for this role
7+ years’ experience in Institutional consultative sales and client relationship management experience preferred
Demonstrated experience developing and maintaining executive/key influencer/buyer relationships at client institutions
Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements
Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications

Senior Director, Senior Relationship Manager – Retirement Solutions

Key skills