Client Relationship Manager
About the role
At TIAA, Wealth Client Relationship Managers partner with Wealth Management Advisors to deepen client relationships and help them achieve their financial goals.
Responsibilities
- Operate under moderate supervision to lead Wealth Management advisory teams.
- Manage a book of assigned clients, implementing financial plan recommendations and coordinating asset consolidation.
- Communicate clearly and build relationships with clients.
- Manage time and resources to deliver exceptional client service.
- Support advisors in implementing TIAA advice and planning solutions.
Requirements
- Obtain necessary licenses and registrations within 120 days of start date.
- Have 2+ years of work experience, 3+ years preferred.
- Hold FINRA registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66.
- Have a Life and Health Insurance License (Resident State).
Qualifications
- University degree preferred.
- Deeply curious with a demonstrated ability to uncover client needs.
- Give and receive constructive feedback.
- Unlock the value of collaboration to achieve common goals.
- Motivated by finding solutions and maintaining an entrepreneurial mindset.
- Takes pride in knowledge of investment solutions and financial planning.
- Thrives in an empowering and accountable environment.
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
- Understanding of Wealth Management
Benefits
The competitive compensation package may include an incentive program linked to performance, such as annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans.
Pay
$71,300/yr - $80,500/yr
Schedule
N/A
Company Overview
TIAA is a market-leading retirement company that delivers secure retirement for millions of people. We are committed to fighting harder than ever before for our clients and the many Americans who need us. Our culture of impact guides our decisions 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 Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Every associate can grow through meaningful learning experiences and development pathways because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization offers 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.
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.
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.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
To learn more about your benefits, please review our Benefits Summary. For applicants of TIAA, Nuveen and affiliates residing in the US (other than California), click here. For applicants of TIAA, Nuveen and affiliates residing in California, please click here. For applicants of TIAA Global Capabilities, click here. For applicants of Nuveen residing in Europe and APAC, please click here.