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Jobs · Business Development · Texas

Wealth Client Relationship Manager

TIAA · Frisco, TX · 1 mo ago
HybridBusiness Development$35–$37.5/hrFull-time

Key Responsibilities And Duties

  • Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
  • Operates under moderate supervision to lead Wealth Management advisory teams in helping high-net worth clients achieve their financial goals.
  • Manages the responsibilities for a book of assigned clients, supports the implementation of financial plan recommendations, and coordinates asset consolidation.
  • Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
  • Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
  • Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.

Qualifications

  • University (Degree) Preferred
  • 2+ Years Work Experience Required; 3+ Years Preferred
  • FINRA Registrations: SRC Indicator: Series 7; Series 63; Series 65; Series 66
  • Licenses and Certifications: Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Skills

  • Deeply Curious with a Demonstrated Ability to Uncover Client Needs
  • Give and Receive Constructive Feedback
  • Unlock Value by Bringing People Together
  • Motivated by Finding Solutions
  • Takes Pride in Knowledge of Investment Solutions and Financial Planning
  • Empowered and Accountable, Learns from Mistakes, Applies Learning to Drive Performance, Maintains Unwavering Work Ethic

Benefits

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).

Pay

Base Pay Range: $35.00/hr - $37.50/hr

Schedule

N/A

Company Overview

Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.

Related Skills

  • Business Development
  • Client Relationship Management
  • Collaboration
  • Consultative Communication
  • Continuous Improvement Mindset
  • Due Diligence
  • Practice Management Strategy
  • Prioritizes Effectively
  • Quantitative Analysis
  • Retail Planning
  • Selling
  • Sales
  • TIAA Products/Services Acumen
  • Wellness and Work Life Offerings

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.

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.

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