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 clients achieve their financial goals through referrals and financial planning solutions.
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 provide 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, 3+ years preferred.
- Hold FINRA registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66.
- Have a Life and Health Insurance License (Resident State).
Qualifications
- Preferred university degree.
- Deeply curious with a demonstrated ability to uncover client needs.
- Give and receive constructive feedback.
- Unlock the value of bringing people together to achieve common goals.
- Motivated by finding solutions and maintaining an entrepreneurial mindset.
- Takes pride in knowledge of investment solutions and financial planning.
- Thrives in an empowering and accountable environment.
- Learns from mistakes and applies lessons to drive performance.
- Physical requirements: Sedentary work.
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
- Understanding of Wealth Management
Benefits
- Competitive compensation package including base salary and potential incentives.
- Comprehensive retirement program.
- Health, wellness, and work-life benefits.
Pay
$71,300/yr - $80,500/yr
Schedule
Full-time
Company Overview
TIAA is a market-leading retirement company focused on delivering secure retirements for millions of people. We are committed to evolving to meet tomorrow's challenges and equipping our associates with future-focused skills and AI tools to advance our mission. We strive to ensure a more secure financial future for all and for generations to come.
Accessibility Support
TIAA offers support for those who need assistance with the online application process.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
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