Wealth Management Client Relationship Manager
About the role
At TIAA, Wealth Client Relationship Managers partner with Wealth Management Advisors to deepen client relationships and help them achieve their financial goals.
Responsibilities
- Operate under moderate supervision to lead Wealth Management advisory teams.
- Manage a book of assigned clients, implementing financial plan recommendations and coordinating asset consolidation.
- Communicate clearly and build relationships with clients.
- Manage time and resources to deliver exceptional client service.
- Support advisors in implementing TIAA advice and planning solutions.
Requirements
- Obtain necessary licenses and registrations within 120 days of start date.
- Have 2+ years of work experience, preferably 3+ years.
- Hold FINRA registrations including Series 7, Series 63, Series 65, and Series 66.
- Have a Life and Health Insurance License (responsible state).
Qualifications
- Preferred university degree.
- Deeply curious with a demonstrated ability to understand client needs.
- Give and receive constructive feedback.
- Unlock the value of collaboration and teamwork.
- Motivated to find solutions and maintain an entrepreneurial mindset.
- Take pride in knowledge of investment solutions and financial planning.
- Thrives in an empowering and accountable environment.
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
- Wholesale Management
Benefits
The competitive compensation package may include an incentive program linked to performance, such as annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans.
Pay
$71,300/yr - $80,500/yr
Schedule
N/A
Company Overview
TIAA is a market-leading retirement company focused on delivering secure retirement for millions of people. We were founded to help educators retire with dignity and now serve a diverse range of clients. Our culture emphasizes championing our people, being client obsessed, leading with integrity, owning it, and working as one team. We strive to create lasting impact through innovative practices and a supportive workplace environment.
Benefits and Total Rewards
The organization offers a comprehensive Total Rewards package, including a superior retirement program and highly competitive health, wellness, and work-life offerings to support the well-being of both clients and associates.
Equal Opportunity
TIAA is an Equal Opportunity Employer. We do not discriminate against candidates or employees based on age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Accessibility Support
TIAA offers support for applicants needing assistance with the online application process.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
For applicants residing in the US, please click here for privacy notices. For applicants residing in California, please click here. For applicants residing in Europe and APAC, please click here.