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Relationship Manager 1 at TIAA - ApplyBlast

Relationship Manager 1

TIAA

4 months ago

3.6 on Glassdoor

Charlotte, NC

Hybrid

Full Time

Senior

0 applicants

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About this role

A Relationship Manager I at TIAA drives growth and retention within a book of business valued between $10-$75 million by deepening client relationships and delivering lifetime income solutions. The role involves leading integrated teams to execute strategic plans that align with plan sponsors' needs while leveraging analytics and market knowledge. This position requires acting as a trusted advisor to identify opportunities and position the value of TIAA's retirement products effectively.

Responsibilities

Lead integrated client teams to grow and retain business
Serve as a strategic partner and trusted advisor to plan sponsors
Develop multi-year strategic plans using analytics and market knowledge
Align retirement plan design with best practices for client outcomes
Position value of lifetime income products to drive adoption

Skills

Qualifications

Series 6 OptionSeries 7 RepresentativeSeries 63 General Securities RepresentativeBachelor’s Degree Preferred3+ Years in Financial Services Experience

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.