Senior Director, Education Savings Relationship Manager
Senior Director, Education Savings Relationship Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Tuition Financing Relationship Manager job supports and grows state clients being serviced in our education savings 529 program management business. This individual will work with business partners at a strategic level in order to meet service and meet client goals.
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.
- Assures that the state programs 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.
- University (Degree) Preferred
- 5 Years Required; 7 Years Preferred
- SRC Indicator: Series 6 or 7; Series 63
- Physical Requirements: Sedentary Work
Career Level
8IC
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 most of their time working with internal business partners at a tactical and strategic level to manage and drive program growth and manage contract risk. 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 clients 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.
Required Skills:
- 5 years 529 plan industry experience with institutional client relationship management or consultative sales experience
Preferred Skills:
- FINRA registered Series 6 or 7 and Series 63 required within 120 days
- Institutional and/or government relations in the financial services industry experience is preferred
- Preference for Kansas-based remote position. Also open to individuals based in other US Midwestern states
- Ability to travel and conduct in-person client meetings approximately up to 20% of the time
#LI-VM1
Related SkillsAccountability Business Acumen Client Relationship Management Communication Conflict Management Contract Management Influence Innovation Inspires Others Negotiation Problem Solving Relationship ManagementAnticipated Posting End Date:
Base Pay Range: $111000/yr - $155700/yrActual 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 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
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a market-leading retirement company fueled by world-class asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
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. Thats 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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices 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:
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Required Experience:
Exec
Employment Type
Remote
Company Industry
Key Skills
- Early Childhood Education
- Classroom Experience
- Education Administration
- Lesson Planning
- Special Education
- Adult Education
- Teaching
- Curriculum Development
- Administrative Experience
- Leadership Experience
- Program Development
- Supervising Experience
