Relationship Management II Job at TIAA – 3.7 in Charlotte, NC


The Relationship Manager is assigned to a moderately complex book of business and is responsible for ensuring growth, retention and servicing of client relationships and will work in close partnership with the CSM and leader and other integrated business partners. To be successful in this role, the RM II will ensure growth in addition to retention of existing business through deepening relationships with key decision-makers and partners while driving plan outcomes through alignment with best practices in retirement plan design, efficient plan administration, and delivering lifetime income solutions through expanded adoption of the broad array of TIAA products & services.

Key Responsibilities and Duties

Develops and maintains relationships with Retirement & Education Savings clients to understand their business, risks, and opportunities.

Executes and is fully responsible for all account management activities.

Identifies and provides input into new initiatives process/workflow improvements and program/policy changes.

Ensures that all initiatives are executed effectively and efficiently.

Generates and implements creative or unique solutions to solve problems.

Assists product management and marketing in the development of new products/services.

Maintains and enhances relationships with the decision makers at mid-to large plan sponsors.

Advocates for TIAA as a representative to outside groups and associations.

Works independently and provides leadership to an integrated team.


5 Years Required; 7 Years Preferred

University (Degree), Preferred

FINRA Registrations

SRC Indicator: Series 6 or 7; Series 63

Physical Requirements

Physical Requirements: Sedentary Work

Preferred Education

University (Degree)

Career Level


Potential Salary: $93,450.00 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.

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: [email protected]

Privacy Notices

For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

For all other residents, click here to access the Applicant Privacy Notice.

About the Company

Company: TIAA – 3.7

Company Location:  Charlotte, NC

Estimated Salary:

About TIAA - 3.7