JAMES BAUMGARDNER

As a Relationship Manager, I was responsible for a book of business that included 20+ clients ranging from $10m in assets to $1.2b within the Core Market Segment of TIAA.

• Provided proactive client service and strategic account management through a consultative approach, enhancing operational efficiency and fostering valuable client partnerships with C-Suite contacts.
• Partnered with a sales team responsible for retaining default and alternative investments for a $1.2 billion client, resulting in asset savings of $180 million.
• Maintained a consistent position in the top third of performance metrics compared to all TIAA Relationship Managers annually.
• Relationship Manager on a team that led a successful finals presentation retention win for a $255m plan my first year at TIAA.

Managed a book of business of 35+ 401k and 403b plans, ranging from $20m to $500m in assets, spearheaded proactive client service and strategic account management to optimize client loyalty and foster relationship growth.

• Collaborated with the sales team to secure $32 million in prosperous Retirement Plan asset acquisitions and $5 million in product accomplishments.
• Using my CFP education, offered expert benefit consultation while advising on participant services and plan solutions to elevate each client's plan design and amplify retirement benefits for employees.
• Strengthened connections with Human Resources and Treasury teams, external consultants, advisors, and key decision-makers within each client's organization.

Small Market Relationship Management

Consultant Relationship Manager - 01/2012 - 02/2016

Worked as a Consultant Relationship Manager supporting a national client base of Retirement Consultants and Third Party Administrators in the Small - Mid Market product area for T. Rowe Price with a focus on growing sales and deepening partnerships.

Relationship Manager Core Market - 01/2004 - 01/2012

Provided proactive client service, sales support and strategic account management to a 50+ Retirement Plan book of business ranging in assets of $10m - $50m.

• Responsible for participant communication campaigns, managing implementations, and value for fee discussions.
• Proactively generated $64 million in new business by driving heightened plan sales and fostering plan growth through effective collaboration with advisors and the sales team.