Wealth Management Client Relationship Manager

About the role

Wealth Management 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.

Key responsibilities and duties

• Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
• 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

Qualifications

• 2+ years financial services experience required; 3+ years preferred
• University (Degree) preferred
• Series 7 and 66 (63 or 65) must be passed within 120 days of start date
• Life and Health Insurance License (Resident State) required within 120 days
• All licenses and registrations must be obtained within 120 days from start date

Skills and attributes

• Deeply curious with a demonstrated ability to uncover the needs of the client
• Giving and receiving constructive feedback are hallmarks of your character
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth
• Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well as your understanding of the importance of financial planning
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic
• 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, Wealth Management

Pay

Base Pay Range: $35.00/hr - $37.50/hr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).