Sorry! This job is no longer available. Please explore similar jobs listed on the left.
TIAA is Hiring a Senior Relationship Manager (Pasadena, CA) Near Pasadena, CA
Sr Relationship Manager The Senior Relationship Manager provides strategic and day-to-day support for Retirement client services, business development and relationship building. This job establishes operational plans within the Relationship Management area and is a single point of contact for key clients, providing coordinated access to company's products and services. Key Responsibilities and Duties Develops and maintains relationships with key Retirement clients to understand their business, risks, and opportunities. Ensures overall client satisfaction by managing day-to-day client facing administrative and all plan operational needs and requirements of the Retirement client relationship. Develops and implements new products, processes, standards or operational plans that will have impact on the achievement of Relationship Management results. Reviews client financials and regularly meets with senior executives to understand their longer-term strategies. Builds a personal rapport with client contacts in order to be seen as a trusted advisor. Serves a wide range of company products in response to client's business requirements - including proactively suggesting solutions to clients. Develops highly specialized product knowledge and financing expertise for covered sector. Ensures client instructions are executed in a timely and accurate manner.Qualifications 5 Years Required; 7 Years Preferred University (Degree), PreferredFINRA Registrations SRC Indicator: Series 6 or 7; Series 63Physical Requirements Physical Requirements: Sedentary WorkPreferred Education University (Degree) Career Level 9IC ADDITIONAL JOB DESCRIPTION QUALIFICATIONS: TIAA hires at 3 levels for our Relationship Managers (I, II and Senior based on experience). This requisition is representing the need at the Senior Relationship Manager level as follows: 5-7 minimum years’ of required experience for a Senior Relationship Manager to include: Institutional Retirement client relationship management experience, Institutional retirement plan consultative sales, and / or retirement plan consulting experience. Proven track record of achieving sales results. Demonstrated experience developing and maintaining executive/key influencer/buyer relationships at client institutions. 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, with an advanced understanding of retirement plan design for our institutions. Able to assist client's outside counsel and/or legal counsel on plan design as applicable. Knowledge of defined benefit plans as they relate to TIAA's business. Ability to perform ~ 25-35% travel EDUCATION/LICENSING: Requires FINRA Series 6 (or 7) and 63 registrations. Requires resident state insurance license, and non-resident licenses for all states in which the Relationship Manager will sell insurance products within six months of assuming position. May be appointed as an agent by TIAA and T-C Life. Must comply with all regulatory requirements and remain in good standing with regulatory agencies. LOCATION: This position is deemed Hybrid Flex which means this position will not be a fully remote position, but will allow for some flexibility. This position will be associated with the following TIAA metropolitan marketplace or office: Pasadena, CA Potential Salary: $147,550.00 USD Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services. COVID-19 Vaccination TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status. Read more about the Equal Opportunity Law here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here.
Job Summary