Wealth Management Client Relationship Manager
About the role
At TIAA, Wealth Client Relationship Managers partner 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 meaningful relationships with clients
- Manage time and resources to bring compounding value to clients
- Support advisors in implementing TIAA advice and planning solutions
Requirements
- Obtain necessary licenses and registrations within 120 days of start date
- Hold relevant FINRA registrations (Series 7, Series 63, Series 65, Series 66)
- Have a Life and Health Insurance License (responsible state)
Qualifications
- University degree preferred
- 2+ years of work experience, 3+ years preferred
- Deeply curious with a demonstrated ability to uncover client needs
- Give and receive constructive feedback
- Unlock the value of bringing people together
- Motivated by finding solutions and maintaining an entrepreneurial mindset
- Takes pride in knowledge of investment solutions and financial planning
- Empowered and accountable, learning from mistakes and applying lessons to drive performance
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 base pay range: $35.00/hr - $37.50/hr
- Annual discretionary incentive programs
- Non-annual sales incentive plans
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness, and work-life offerings
Pay
Base Pay Range: $35.00/hr - $37.50/hr
Schedule
Not specified
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 a diverse client base. Our culture of impact drives innovation and ensures a better financial future for all.
Benefits and Total Rewards
The organization offers a comprehensive Total Rewards package designed to support both clients and associates. Benefits include a superior retirement program and highly competitive health, wellness, and work-life offerings.
Equal Opportunity
TIAA is an Equal Opportunity Employer. We do not discriminate against candidates or employees based on 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 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.