Client Relationship Manager

About the role

Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and support practice growth through referrals, delivering financial solutions that help clients achieve their goals. Ideal candidates thrive in this role if they are deeply curious, adept at uncovering client needs, and motivated by solutions-driven, entrepreneurial growth. They take pride in understanding investment solutions and financial planning, thrive in empowered and accountable environments, and apply learning from mistakes to drive performance.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Operationally lead Wealth Management advisory teams to help high-net-worth clients achieve financial goals.
• Manage a book of assigned clients and support the implementation of financial plan recommendations.
• Coordinate asset consolidation and communicate clearly using interpersonal and relationship-building skills.
• Manage time and resources efficiently to deliver compounding value and excellence to clients.
• Build meaningful, long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions.
• Obtain all required licenses and registrations within 120 days from the start date.

Requirements

• 2+ years of required work experience; 3+ years preferred.
• FINRA registrations: Series 7; Series 63; Series 65; Series 66 (must be obtained within 120 days of start date).
• Life and Health Insurance License (Resident State) from multiple issuers required within 120 days.

Qualifications

• University degree preferred.

Skills

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Due Diligence
• Practice Management Strategy
• Prioritizes Effectively
• Quantitative Analysis
• Retirement Planning
• Selling
• Sales
• TIAA Products/Services Acumen
• Wealth Management

Pay

Base pay range: $71,300/year – $80,500/year. Actual base salary may vary based on relevant experience, time in role, internal peer salaries, prior performance, business sector, and geographic location. Competitive compensation may include performance-linked incentive programs such as annual discretionary incentives, non-annual sales incentive plans, or other non-annual incentive plans.