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
Strategic partner and trusted advisor of the plan sponsors and consultants
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
Demonstrates expertise in identifying unstated current and future client needs and in planning to meet those client opportunities
Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans within and across institutions to profitably grow the business
Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants

5+ years’ experience in institutional consultative sales and client relationship management
Individuals with a Consultative Selling Approach with a focus on client experience
Proven track record of achieving significant sales results
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

Director, Relationship Manager II

Key skills