Senior Relationship Manager - Institutional Relationships
TIAA-CREF - Pittsburgh, PA

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Serves as a fully functioning relationship manager for the largest and/or most complex institutions. Coordinates all marketing, sales, and support services for the assigned accounts and anticipates and resolves the more complex problems. Promotes investment product sales through frequent client meetings/discussions about investment strategy and investment performance. Understands the assigned accounts' requirements and develops strategies to meet these requirements. Prepares and presents briefings for the assigned client senior management. Responsible for the entire relationship including new business, asset retention, increasing flows, expanding product offerings with existing relationships and client satisfaction. Develop s and drives client strategy for meeting goals.


Develops and maintains relationships with key influencers/decision makers (presidents and CFO's) at institutions.
Utilizes strong conflict resolution skills to maintain strong relationships
Demonstrated success in all phases of the sales cycle, including a consistent ability to close the sale.
Strong knowledge of all TIAA-CREF product and services including Endowments, Planned Giving, TCAM, Kaspick, Trust Services, and Fiduciary Services etc.
Strong presentations skills. Developing leadership skills.
Participation on corporate wide initiatives.
Developed ability to think and act strategically with goal based outcomes
Fully responsible and accountable for all account management activities.
Experienced consultative sales and relationship management professional
Assigned to moderately complex book of business Identifies and provides input into new initiatives process/workflow improvements and program/policy changes.
The role is crucial to ensure that all initiatives are executed effectively and efficiently.
Assignments require some independent judgment, analysis and initiative in order to resolve problems and make recommendations.
Generates and implements creative or unique solutions to solve problems.
Balances multiple demands and competing priorities.
Suggests new products/services to product management and marketing. 30% plus travel required.
Typically assigned to maintain and enhance relationships with the decision makers at mid-to large plan sponsors.
Some interaction with Executive level Management team members coordinated through IR senior management May represent TIAA at outside groups and associations with some oversight
Requires strong conflict resolution skills to maintain client relationships. Can work independently with moderately complex plans or assignments.
Incumbents have freedom to decide on work priorities and procedures to follow.
May seek guidance from more Senior RM's or management staff.
May assist in the implementation of initiatives on process/workflow improvements and program/policy changes.
Qualifications Requirements:
  • 7 or more years of institutional consultative sales and client relationship management experience.
  • Proven sales track record with TIAA CREF clients.
  • Demonstrated experience managing senior level/key relationships at client institutions In depth knowledge of financial products/services and the features/benefits of TIAA-CREF products and services.
  • Complete understanding of all IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements. Working knowledge of defined benefit plans.
  • Bachelor's degree required or equivalent work experience; Masters in Business or Finance preferred
  • Requires NASD Series 6 (or 7) and 63 registrations
  • May require insurance agent licensing, where determined necessary
  • Must comply with all regulatory requirements and remain in good standing with regulatory agencies.
  • May attain additional industry certifications and designations (CEBS, etc.)
TIAA is an Equal Employment and Affirmative Action Employer, committed to diversity and inclusion in its workforce. Visit our Careers site to learn more about how we are making a difference

TIAA-CREF - 17 months ago - save job - block
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TIAA-CREF is a Fortune 100 financial services organization with $481 billion in assets under management (as of 6/30/12). The firm is a...