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' dreams. 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 growth with an entrepreneurial approach.
- Proud of your knowledge of investment solutions and the importance of financial planning.
- Thrives in environments 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 build meaningful, long-lasting relationships while supporting advisors in implementing TIAA advice and planning solutions.
- Manage time and resources efficiently to deliver compounding value and excellence to clients.
All required licenses and registrations must be obtained within 120 days from the 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 (preferred if already completed).
- 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 include participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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.
For more details, review the Benefits Summary.
About TIAA
For over 100 years, TIAA has delivered secure retirement solutions for millions. Founded to help educators retire with dignity, TIAA is now a market-leading retirement company with world-class asset management. The organization is committed to evolving to meet future challenges while ensuring a secure financial future for all clients.
TIAA’s culture is guided by values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. Associates thrive in a collaborative, in-office environment where teams work across boundaries to drive innovation and meaningful results. The workplace fosters growth through learning experiences and development pathways, ensuring that when associates succeed, the impact on clients grows stronger.