Client Retention Manager

The Client Retention Manager leads a team of Retention Consultants who engage with clients intending to transfer funds from TIAA, providing advisory services and resolving inquiries. This role focuses on educating clients about investment and income options, facilitating transfers, and positioning TIAA planning solutions. The position requires overseeing team compliance, coaching, and performance management to ensure high-quality client interactions. It involves analyzing retention metrics and presenting strategic insights to upper management.