Wealth Management Client Relationship Manager
Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships, grow their practice through referrals, and deliver financial solutions that help clients achieve their dreams.
About the role
This position operationally leads Wealth Management advisory teams under moderate supervision to help high-net-worth clients achieve their financial goals. Responsibilities include managing a book of assigned clients, supporting the implementation of financial plan recommendations, and coordinating asset consolidation.
Responsibilities
- Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
- Manage responsibilities for a book of assigned clients.
- Support the 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 from the start date.
Requirements
- Deep curiosity and demonstrated ability to uncover client needs.
- Strong skills in giving and receiving constructive feedback.
- Ability to unlock the value of collaboration to achieve common goals.
- Entrepreneurial mindset with a focus on finding solutions and pursuing growth.
- Pride in knowledge of investment solutions and understanding of financial planning.
- Thrives in an environment of empowerment and accountability, learning from mistakes to drive performance.
Qualifications
- University degree preferred.
- 2+ years of work experience required; 3+ years preferred.
- FINRA registrations required: Series 7, Series 63, Series 65, or Series 66.
- Life and Health Insurance License (Resident State) required within 120 days.
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: $35.00/hr – $37.50/hr. 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 also include participation in an incentive program linked to performance.
Benefits
The organization offers a comprehensive Total Rewards package designed to support the well-being of associates and their loved ones. Benefits include:
- A superior retirement program.
- Highly competitive health, wellness, and work-life offerings.
- Opportunities to achieve and maintain physical, emotional, and financial well-being.
About TIAA
TIAA is a market-leading retirement company with over 100 years of history, delivering secure retirement solutions for millions. Fueled by world-class asset management, TIAA is committed to evolving to meet tomorrow’s challenges while maintaining a culture of impact, collaboration, and integrity. The organization values include Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.