Senior Director, Education Savings Relationship Manager

• 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

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

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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 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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

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.

Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices here.

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