Wealth Management Client Relationship Manager
About the Role
Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow their practice through referrals, delivering financial solutions that support clients' aspirations. This role thrives on collaboration, curiosity, and an entrepreneurial mindset to uncover client needs and drive growth.
- Deeply curious with a demonstrated ability to uncover client needs.
- Skilled in giving and receiving constructive feedback.
- Passionate about leveraging collective skills, talents, and knowledge to achieve shared goals.
- Motivated by solution-finding and maintaining an entrepreneurial mindset for growth.
- Proud of your knowledge of investment solutions and the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learning from mistakes to drive performance.
Responsibilities
- Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
- Operationally lead Wealth Management advisory teams to help clients achieve financial goals, including managing a book of assigned clients.
- Support the implementation of financial plan recommendations and coordinate asset consolidation.
- 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 of start date.
Requirements
- 2+ years of financial services experience (3+ years preferred).
- Series 7, 66 (or 63 and 65), and life and health insurance licenses required within 120 days of start date.
- University degree preferred.
- Sedentary work environment.
Skills
- Business Development
- Client Relationship Management
- Collaboration
- Consultative Communication
- Continuous Improvement Mindset
- Due Diligence
- Practice Management Strategy
- Prioritization
- Quantitative Analysis
- Retirement Planning Selling
- Sales
- TIAA Products/Services Acumen
- Wealth Management
Pay
Base Pay Range: $71,300/yr - $80,500/yr. 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.
About the Company
TIAA has delivered secure retirement solutions for over 100 years, serving millions of clients. As a market-leading retirement company with world-class asset management, TIAA is committed to evolving to meet future challenges while maintaining a mission-driven culture. Guided by values like integrity, collaboration, and client obsession, TIAA fosters an in-office environment where teams work across boundaries to drive innovation and impact. The organization supports associate growth through learning experiences and development pathways.
Benefits
The organization offers a comprehensive Total Rewards package designed to support the well-being of associates and their loved ones, including:
- A superior retirement program.
- Highly competitive health, wellness, and work-life offerings to promote physical, emotional, and financial well-being.