Wealth Management 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 as a leader for Wealth Management advisory teams to support high-net-worth clients.
• Manage a portfolio of assigned clients, implementing financial plan recommendations and coordinating asset consolidation.
• Communicate effectively and build strong relationships with clients.
• Manage time and resources to provide exceptional client service.
• Support advisors in implementing TIAA advice and planning solutions.

Requirements

• Obtain necessary licenses and registrations within 120 days of starting.
• Hold a university degree.
• Have 2+ years of relevant work experience; 3+ years preferred.
• Hold FINRA registrations including Series 7, Series 63, Series 65, and Series 66.
• Pass the Life and Health Insurance License (responsible for the resident state).

Qualifications

• Deeply curious with a demonstrated ability to understand client needs.
• Capable of giving and receiving constructive feedback.
• Able to unlock value by bringing people together.
• Motivated to find solutions and maintain an entrepreneurial mindset.
• Takes pride in knowledge of investment solutions and financial planning.
• Thrives in an empowered 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

• Competitive compensation package including base salary and potential incentive programs.
• 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 tomorrow's challenges and ensuring a more secure financial future for all.

Equal Opportunity

We are an Equal Opportunity Employer and committed to providing a fair and inclusive workplace for all employees.