Wealth Management Client Relationship Manager

About the role

The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net-worth and complex clients. Working under limited supervision, this role operationally leads Wealth Management advisory teams to help high-net-worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. The role also involves coaching and reviewing the work of lower-level Client Relationship Consultants.

Responsibilities

• Manages and grows individual relationships with high-net-worth and complex clients across all products and services, focusing on building a book of businesses, strengthening relationships, and growing and retaining assets.
• Leads advisory team practice management meetings to promote efficient and effective practices and supports the advisory team in overall book management strategy.
• Ensures delivery of client service and sales support as part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
• Guides clients on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
• Performs registered and non-registered activities related to identifying client needs and potential issues with current financial plans (estate planning, beneficiaries, etc.).
• Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.
• Identifies sales and asset retention opportunities.
• Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
• Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services.

Requirements

• University degree preferred.
• 3+ years of work experience required; 5+ years preferred.
• FINRA registrations: Series 7, Series 63, Series 65, or Series 66 required within 120 days of start date.
• Life and Health Insurance License (Resident State) required.
• 3+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
• Understanding of investment products, financial planning concepts, and wealth management solutions.
• Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.

Skills

• Required 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.
• Preferred Skills: 5+ years in wealth management, financial advisory support, or client service roles within the financial services industry.

Pay

Base Pay Range: $35.00/hr - $37.50/hr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance.

Benefits

The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of its associates. The Total Rewards package includes a superior retirement program and highly competitive health, wellness, and work-life offerings designed to support physical, emotional, and financial well-being.