Senior Advisor Relationship Manager - Raleigh, NC


Company:: TIAA-CREF
(View company profile)
Location:: Raleigh, NC
Job Type:: Full Time
Category:: Sales & Trading, Retail Banking

Yrs of Exp:: 5+ to 7 years
Posted:: 2/6/2013

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Job Description

Job Description

As a Senior Advisor Relationship Manager, you will have the opportunity to work closely with the Senior Director for our K-12 retirement plan business in developing a territory and achieving sales targets. You will use your knowledge of the public K-12 market segment and retirement products to collaboratively build a strong client base alongside TIAA Investment Consultants and third party RIA firms.

RESPONSIBILITIES

Works closely with external prospects & partners, including Plan Sponsors, State officials, Association leadership, School District Leadership & employees along with local RIA firms, advisors and Third Party Administrators to achieve sales goals
Develops a Plan Sponsor sales strategy in conjunction with the Senior Sales Director
Responsible for completing sales, working with internal partners on plan implementation and education for each school district while maintaining an ongoing consultative relationship
Develop outbound sales campaigns in conjunction with the Senior Sales Director and conduct outbound calls to identify new advisor relationships and opportunities across multiple product lines including retirement and retail offerings
Provide quality oversight of all processes to ensure a high level of service to clients and provide process improvement recommendations
Support the retail sales process by communicating with customers to deepen client relationships and ensure positive client experiences that result in greater retention of assets and increased sales
Proactively develop and manage all external relationships to strengthen the overall customer experience with TIAA-CREF
Work closely with TIAA Inbound and Operations departments to ensure that advisors' service and operational expectations for shared clients are fully achieved
Will be expected to support inbound call volume during peak periods of volume to ensure overall service levels are being met by business unit
Initiate and follow up on sales calls; answer product questions and provide performance data using in-depth knowledge of TIAA-CREF's products
Apply knowledge and communication skills to integrate investment and product offerings into the sales and service processes
Ensure all established control procedures are followed and that client satisfaction is met or exceeded as it relates to day-to-day transactional activities
Develop a broad understanding of TIAA-CREF investment products, operations and support systems
Develop a working knowledge of the various institutional segments TIAA-CREF supports including plan design, fiduciary responsibilities, and ongoing plan management

Qualifications

Bachelor's degree or equivalent combination of education and work experience
Five years of related financial services sales or sales support and client facing experience
Experience with Registered Investment Advisors and advisor services
Experience working in an outbound sales environment
Must be comfortable with sales goals and activity targets
Must have Series 7 and 63
State Insurance Licenses as required