Wealth Management Client Relationship Manager
About the role
The Wealth Client Relationship Manager 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. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
Responsibilities
- 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.
- Buils meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
Requirements
- All licenses and registrations must be obtained within 120 days from start date.
- Education: University (Degree) Preferred
- Work Experience: 2+ Years Required; 3+ Years Preferred
- FINRA Registrations: SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Licenses and Certifications: Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Qualifications
- Physical Requirements: Sedentary Work
- Career Level: 6IC
- Required: 2+ years financial services experience
- Series 7 and 66 (63 or 65) passed within 120 days of start date
- Preferred: 3+ years financial services experience
- Series 7 and 66 (63 or 65) passed
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
- Wellness Planning
Benefits
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.
Pay
Base Pay Range: $71,300/yr - $80,500/yr
Schedule
Not specified