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Senior Director, Education Savings Relationship Manager

Working from home, remote from IL, WI, NE, ND, SD, IN, OH, MI, MN, IA, KS, MO
Base Pay Range: $111,000/yr. - $155,700/yr.
Closing date
Jul 5, 2024

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Job Role
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary

Job Details

Tuition Financing Relationship Manager
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.

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

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 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.

Required Skills:

  • 5+ years of Relationship Management experience
  • Experience with 529 Savings plan

Preferred Skills:

  • If not already 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 IL-based remote position. Also open to individuals based in other US Midwestern State.


Related Skills

Accountability, Business Acumen, Client Relationship Management, Communication, Conflict Management, Contract Management, Influence, Innovation, Inspires Others, Negotiation, Problem Solving, Relationship Management

Anticipated Posting End Date:


Base Pay Range: $111,000/yr. - $155,700/yr.

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). 

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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. That’s 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/Affirmative Action Employer. We 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 protected status.

Read more about the Equal Opportunity Law 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: 

Phone: (800) 842-2755


Privacy Notices

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