Wealth Management Client Relationship Manager

Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships, grow their practice through referrals, and deliver financial solutions that help clients achieve their dreams.

About the role

This position operationally leads Wealth Management advisory teams under moderate supervision to help high-net-worth clients achieve their financial goals. Responsibilities include managing a book of assigned clients, supporting the implementation of financial plan recommendations, and coordinating asset consolidation.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Manage a book of assigned clients and support the implementation of financial plan recommendations.
• Coordinate asset consolidation for clients.
• Communicate clearly and succinctly, utilizing strong interpersonal and relationship-building skills.
• Manage time and resources efficiently to deliver 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 from start date.

Requirements

• Deep curiosity and demonstrated ability to uncover client needs.
• Strong skills in giving and receiving constructive feedback.
• Ability to unlock value by bringing people together to leverage skills, talents, and knowledge for a common purpose.
• Entrepreneurial mindset motivated by finding solutions and pursuing growth.
• Pride in knowledge of investment solutions recommended by advisors and understanding of financial planning importance.
• Thrives in an environment of empowerment and accountability; learns from mistakes and applies learning to drive performance.
• University degree preferred.
• 2+ years of work experience required; 3+ years preferred.
• FINRA registrations required: Series 7, Series 63, Series 65, or Series 66.
• Life and Health Insurance License (Resident State) from multiple issuers required within 120 days.
• Sedentary work as physical requirement.

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
• Wealth Management

Pay

Base pay range: $35.00/hr - $37.50/hr. Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. The competitive compensation package may also include participation in an incentive program linked to performance.

Benefits

The organization offers a comprehensive Total Rewards package designed to support the well-being of associates and their loved ones. Benefits include:

• A superior retirement program.
• Highly competitive health, wellness, and work-life offerings.
• Opportunities to achieve and maintain physical, emotional, and financial well-being.