Wealth Management Client Relationship Manager
About the role
Wealth Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and grow the practice through referrals, delivering financial solutions that support the dreams of the people we serve.
Responsibilities
- Partner with Wealth Management Advisors to deliver client service and support high‑net‑worth clients.
- Operationally lead Wealth Management advisory teams to help clients achieve their financial goals.
- Manage a book of assigned clients, support implementation of financial‑plan recommendations, and coordinate asset consolidation.
- Communicate clearly and succinctly, utilizing interpersonal communication and relationship‑building skills.
- Manage time and resources efficiently to bring compounding value and excellence to clients.
- Build meaningful, long‑lasting relationships while supporting advisors to implement TIAA advice and planning solutions.
- Obtain all required licenses and registrations within 120 days of the start date.
Requirements
- University degree (preferred).
- 2+ years of financial services experience (required); 3+ years preferred.
- FINRA registrations: Series 7, Series 63, Series 65, Series 66 (required within 120 days of start).
- Life and health insurance license (resident state) – multiple issuers required within 120 days.
- Physical requirement: sedentary work.
- Career level: 6IC.
Skills
- Business Development
- Client Relationship Management
- Collaboration
- Consultative Communication
- Continuous Improvement Mindset
- Due Diligence
- Practice Management Strategy
- Prioritization
- Quantitative Analysis
- Retirement Planning
- Sales and Selling
- TIAA Products/Services Acumen
- Wealth Management
Pay
Base Pay Range: $71,300 – $80,500 per year. Actual base salary may vary based on experience, role tenure, internal peer salaries, performance, business sector, and geographic location. The compensation package may also include participation in incentive programs such as annual discretionary incentives, non‑annual sales incentive plans, or other performance‑linked plans.
Benefits
The organization offers a comprehensive Total Rewards package that includes a superior retirement program and highly competitive health, wellness, and work‑life offerings designed to support the physical, emotional, and financial well‑being of associates and their families.
Company Overview
For more than 100 years, TIAA has helped millions of workers secure a retirement. Founded to support educators, TIAA is now a market‑leading retirement company with world‑class asset management. Guided by the values Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One, TIAA fosters a collaborative, in‑office environment that encourages innovation, learning, and meaningful impact for clients and associates alike.