Wealth Management Client Relationship Manager

Key Responsibilities And Duties

• Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
• Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
• Manages the responsibilities for a book of assigned clients, supports the implementation of financial plan recommendations and the coordination of asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.

Work Experience

• Required: 2+ Years of experience.
• PREFERRED: 3+ Years of experience.

Physical Requirements

• Sedentary Work

Skills

• 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.

Preferred Skills

• 3+ years of experience in wealth management, financial advisory support, or client service roles within the financial services industry.

Company Overview

Wealth Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

Benefits And Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

To learn more about your benefits, please review our Benefits Summary.