Senior Relationship Manager at TIAA driving client lifetime income solutions through strategic partnerships. Leading integrated client teams to maximize growth, retention, and servicing of client relationships.
Responsibilities
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
Serves as a strategic partner and trusted advisor of the plan sponsors and consultants
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
Creates an agile environment by embracing new ways of working and encourages others to operate efficiently to maximize client outcomes
Requirements
5+ years’ experience in institutional consultative sales and client relationship management experience
Consultative Selling Approach with a focus on client experience
7+ years’ experience in Institutional consultative sales and client relationship management experience (preferred)
Proven track record of achieving significant sales results
Demonstrated experience developing and maintaining executive/key influencer/buyer relationships at client institutions
Demonstrated 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
Benefits
Comprehensive Total Rewards package
Superior retirement program
Highly competitive health, wellness and work life offerings
B2B Account Manager for goFLUENT expanding market opportunities through client engagement and revenue growth. Collaborating with teams to drive strategic initiatives and client success from Rome.
Key Account Manager responsible for expanding B2B client relationships in a global learning solutions company. Focused on driving revenue through renewals and upselling with a dynamic team.
Account Manager providing excellent customer service to policyholders in the insurance industry. Answering inquiries, resolving issues, and offering tailored solutions to meet client needs.
Assist customers in identifying and providing for bond needs at Acrisure, a global fintech leader. Work directly with clients and advisors in handling surety bonds with a focus on thorough communication and accuracy.
Senior Account Manager responsible for sales growth, managing key customer relationships for medication delivery. Collaborating with healthcare professionals in Portugal to expand market share and achieve sales targets.
Key Account Manager for Renewable Energy managing strategic relationships and driving revenue growth. Collaborating with top OEMs and ecosystem partners in solar, wind, and EV charging sectors.
Director overseeing execution and development of strategic global partnerships at Virtuoso, a luxury travel agency. Managing performance and engaging key partners across regions.
Account Manager responsible for managing and expanding fleet portfolio in Borneo for Shell. Focusing on plantation, timber, and logistics sectors to enhance customer loyalty and brand demand.
Retail Territory Manager responsible for enhancing Mondelēz DSD execution and driving brand growth. Leading sales efforts across defined territory and managing sales service representatives.