Director, Wealth Client Relationship Management
TIAA · Charlotte, NC · 1 wk ago
HybridFinance$114k–$130k/yrFull-time
Key Responsibilities And Duties
- Develops and implements strategic and tactical plans with strong considerations to client challenges.
- Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
- Reviews client information, including financial statements, risk investment profile and cash availability.
- Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
- Grows book of business through identifying value-added products and services for clients and develops additional business through referrals.
- Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
- Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.
- Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
Physical Requirements
- Sedentary Work
Qualifications
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- FINRA Series 66
- FINRA Series 24 (must be obtained in first 120 days)
Related Skills
- Business Development
- Client Relationship Management
- Collaboration
- Consultative Communication
- Continuous Improvement Mindset
- Due Diligence
- Practice Management Strategy
- Prioritizes Effectively
- Quantitative Analysis
- Retailing Planning
- Selling
- Sales
- TIAA Products/Services Acumen
- Wealth Management
Benefits And Total Rewards
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings
Accessibility Support
- TIAA offers support for those who need assistance with our online application process
Drug and Smoking Policy
- TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
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