Wealth Management Client Relationship Manager
About the Role
Wealth Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships, grow advisor practices through referrals, and deliver financial solutions that ignite the dreams of the people we serve.
- Deeply curious with a demonstrated ability to uncover client needs.
- Give and receive constructive feedback as a core habit.
- Unlock value by bringing people together to leverage skills, talents, and knowledge toward a common purpose.
- Motivated by finding solutions and maintaining an entrepreneurial mindset in pursuit of growth.
- Take pride in knowledge of investment solutions and the importance of financial planning.
- Thrive in an environment of empowerment and accountability, learning from mistakes to drive performance while maintaining an unwavering work ethic.
Key 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 implementation of financial plan recommendations and coordinate asset consolidation.
- Communicate clearly and succinctly, utilizing interpersonal communication and relationship‑building skills.
- Manage time and resources efficiently to bring 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 the start date.
Requirements
- Education: University degree (preferred).
- Work Experience: 2+ years of financial services experience required; 3+ years preferred.
- FINRA Registrations: Series 7; Series 63; Series 65; Series 66.
- Licenses and Certifications: Life and Health Insurance License (resident state) – multiple issuers required within 120 days.
- Physical Requirements: Sedentary work.
- Career Level: Level 6IC.
- All licenses and registrations must be obtained within 120 days from the start date.
Related Skills
- Business Development
- Client Relationship Management
- Collaboration
- Consultative Communication
- Continuous Improvement Mindset
- Due Diligence
- Practice Management Strategy
- Prioritization
- Quantitative Analysis
- Retirement Planning
- Sales and Selling
- TIAA Products/Services Acumen
- Wealth Management
Pay
Base Pay Range: $71,300 – $80,500 per year. Actual base salary may vary based on experience, role tenure, internal peer salaries, performance, business sector, and geographic location. The compensation package may also include participation in incentive programs linked to performance (e.g., annual discretionary incentives, non‑annual sales incentive plans, or other incentive plans).
Benefits
The organization offers a comprehensive Total Rewards package designed to support the financial, physical, emotional, and overall well‑being of associates and their families. Benefits include a superior retirement program and highly competitive health, wellness, and work‑life offerings.
Company Overview
For more than 100 years, TIAA has delivered secure retirement solutions for millions of people. Founded to help educators retire with dignity, TIAA is now a market‑leading retirement company with world‑class asset management. The firm’s culture emphasizes impact, collaboration, and innovation, guided by values such as Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. Associates benefit from learning experiences, development pathways, and an entrepreneurial spirit shared with Nuveen.