Wealth Management Client Relationship Manager
About the role
The Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deepen client relationships and support financial planning. This role operates under moderate supervision, leading advisory teams to help high-net-worth clients achieve their financial goals.
Responsibilities
- Deliver client service and support high-net-worth clients.
- 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 provide exceptional client value.
- 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 financial services experience, preferred 3+ years.
- Hold Series 7, Series 63, Series 65, Series 66, and life and health insurance licenses.
- Have a resident state life and health insurance license.
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
- Wholesale Management
Benefits
- Competitive compensation package including base salary and potential incentives.
- Comprehensive retirement program.
- Health, wellness, and work-life benefits.
Pay
$71,300/yr - $80,500/yr
Schedule
Full-time
Company Overview
TIAA is a market-leading retirement company focused on delivering secure retirement for millions of people. We are committed to evolving to meet future challenges and equipping our associates with the skills needed to advance our mission. Our workplace fosters collaboration and innovation, and we strive to ensure a secure financial future for all.
Accessibility Support
TIAA offers support for applicants needing assistance with the online application process.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
For applicants residing in the US, click here for privacy notices. For applicants residing in California, click here. For applicants residing in Europe and APAC, click here.