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. Key responsibilities include managing client books, implementing financial plan recommendations, and coordinating asset consolidation.
Responsibilities
- Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
- Operate under moderate supervision to lead advisory teams and help clients achieve their financial goals.
- Manage client books, implement financial plan recommendations, and coordinate asset consolidation.
- Communicate clearly and build relationships with clients.
- Manage time and resources to bring value to clients.
- Build meaningful and long-lasting relationships with clients, supporting advisors in implementing TIAA advice and planning solutions.
Requirements
- Obtain necessary licenses and registrations within 120 days of start date.
- Have a university degree preferred, with 2+ years of work experience, and 3+ years preferred.
- Hold FINRA registrations including Series 7, Series 63, Series 65, and Series 66.
- Have a Life and Health Insurance License (responsible state).
Qualifications
- Deeply curious with a demonstrated ability to uncover client needs.
- Give and receive constructive feedback.
- Unlock the value of bringing people together to achieve common purposes.
- Motivated by finding solutions and maintaining an entrepreneurial mindset.
- Take pride in knowledge of investment solutions and financial planning.
- Thrives in an empowering and accountable environment, 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 compensation package including base salary and potential incentive programs.
- Comprehensive Total Rewards package including retirement benefits and health, wellness, and work-life offerings.
- Support for associates through training and development opportunities.
Pay
$71,300/yr - $80,500/yr
Schedule
N/A
Benefits
- Retirement Program
- Health, Wellness, and Work-Life Offerings
Company Overview
TIAA is a market-leading retirement company that delivers secure retirement for millions of people. We are committed to evolving to meet tomorrow's challenges and equipping our associates with future-focused skills and AI tools to advance our mission. We are guided by our values of Championing Our People, Being Client Obsessed, Leading with Integrity, Owning It, and Winning 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 (excluding 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.