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 efficiently to provide value to clients
- Build meaningful relationships with advisors to implement 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+
- Pass Series 7 and 66 (or 63 or 65) within 120 days of start date
- Hold a Life and Health Insurance License (responsible state)
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
- Annual discretionary incentive programs
- Non-annual sales incentive plans
- Other non-annual incentive plans
Pay
Base pay range: $71,300/yr - $80,500/yr
Schedule
N/A
Benefits
Includes a superior retirement program and highly competitive health, wellness, and work-life offerings.
Company Overview
TIAA is a market-leading retirement company that delivers secure retirement for millions of people. Founded to help educators retire with dignity, TIAA now serves millions of clients and continues to evolve to meet tomorrow's challenges. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results.
Equal Opportunity
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.
Accessibility Support
TIAA offers support for those who need assistance with our online application process.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
For applicants of TIAA, Nuveen and affiliates residing in the US (other than California), click here. For applicants of TIAA, Nuveen and affiliates residing in California, please click here. For applicants of TIAA Global Capabilities, click here. For applicants of Nuveen residing in Europe and APAC, please click here.