TIAA Education Savings is seeking a results and detail-oriented Relationship Manager to support and grow State client relationships in our successful 529 business. This individual will spend the majority of their time working with internal business partners at a tactical and strategic level to implement and drive program growth and manage contract risk.

The Education Savings Relationship Manager will be the primary day-to-day manager in support of and growth of the 529 plan for a key State client being serviced by TIAA’s Education Savings 529 program management business with a responsibility for meeting servicing and client goals.
 
This position is responsible for client-level business planning, program development, reporting, operational and regulatory support and for managing client-related activities. This individual leads the client on initiatives to anticipate industry trends 
and align to TIAA and Education Savings goals.
 
The successful candidate will quickly have a read of the State client's goals and requirements and a keen understanding of TIAA Education Savings business goals. This role is responsible for coordinating due diligence/informational meetings/discussions about investment strategy and investment performance. Responsibilities include preparing and presenting briefings for the Programs' Boards and taking lead on contract negotiations and renewals.


Key Responsibilities and Duties

• Leader of State servicing team, project leader/manager engaging Education Savings and all business partners in the service of the State client.
• Provides strategic leadership and partnership that is recognized by the client and internal business partners.
• Ensures that the State program being managed remains on the leading edge of Education Savings’ total service offer as measured by-product features and industry positioning.
• Responsible for State program profit and loss (P/L) statement and revenue results.
• Serves as Education Savings’ lead on respective State-based business initiatives in collaboration with State Government Relations.
• Identifies, develops, and grows relationships with key personnel constituencies important to program growth. Utilizes and maintains strong relationships across the TIAA business complex.
• Demonstrates understanding and development of financial product sales cycle and regulatory constraints and requirements.
• Demonstrates skilled RFP writing skills along with presentation creation and delivery skills.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 6 or 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

Required Skills:

• 5+ years of Relationship Management experience.

• Experience with 529 Savings plans.

• Series 6 or 7 and 63 required within 90 days of hiring.

Preferred Skills:

• Institutional and/or government relations in the financial services industry experience.

Anticipated Posting End Date:

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). 

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