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Investment Management
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TIAA
Thanks for your interest in the Institutional Relationship Manager II/Senior Relationship Manager (Central/West Region) position. Unfortunately this position has been closed but you can search our 240 open jobs by clicking here.
REQUIREMENTS/QUALIFICATIONS:
 
  • Minimum of 7 years of Institutional Retirement client relationship management experience, institutional retirement plan consultative sales, and / or retirement plan consulting experience required for the Relationship Manager II level.

  • 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.

  • Demonstrated experience as a mentor for other Institutional sales/relationship management staff.

  • 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.

  • Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications.

  • Ability to perform ~ 25-50% travel.
 
EDUCATION/LICENSING:
 
  • Bachelor's degree required; Master’s in Business or Finance preferred.

  • Requires NASD 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.

  • May attain additional industry certifications and designations (CEBS, etc.)

 

LOCATION:  By order of preference (Lincoln, NE, Omaha, NE, Denver, CO).


NOTE:  Position to be filled at Relationship Manager II or Senior Relationship Manager level depending on candidate experience.

 
 

Equal Employment Opportunity is not just the law, it’s our commitment.  Read more about the  Equal Employment Opportunity Law. If you need assistance applying due to being visually or hearing impaired, please email Careers Help.  We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status. *©2015 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017 C23921



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