Wealth Management Client Relationship Manager
About the role
The Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deepen client relationships and support the delivery of financial solutions that meet the needs of high-net-worth clients.
Responsibilities
- Operate under moderate supervision to lead Wealth Management advisory teams in delivering client service and supporting high-net-worth clients.
- Manage a book of assigned clients, implementing financial plan recommendations and coordinating asset consolidation.
- Communicate clearly and effectively, leveraging interpersonal communication and relationship-building skills.
- Manage time and resources efficiently to bring compounding value and excellence to clients.
- Build meaningful and long-lasting relationships with clients, while supporting advisors to implement TIAA advice and planning solutions.
Requirements
- Obtain necessary FINRA registrations (Series 7, Series 63, Series 65, Series 66) and Life and Health Insurance License within 120 days of start date.
- Have 2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
- Understand investment products, financial planning concepts, and wealth management solutions.
- Communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.
Qualifications
- University degree preferred.
- 3+ years of work experience required.
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 investment products, financial planning concepts, and wealth management solutions
Benefits
- Competitive compensation package, including potential participation in incentive programs linked to performance.
- Comprehensive Total Rewards package, including a superior retirement program and highly competitive health, wellness, and work-life offerings.
Pay
$71,300/yr - $80,500/yr
Schedule
Full-time
Company Overview
TIAA is a market-leading retirement company that delivers secure retirement for millions of people. Founded to help educators retire with dignity, TIAA is now a leader in asset management. The company is committed to evolving to meet tomorrow's challenges and equips its associates with future-focused skills and AI tools to advance its mission. TIAA's culture of impact guides its decisions and fosters collaboration among teams working towards meaningful results.
Benefits and Total Rewards
TIAA offers a comprehensive Total Rewards package designed to support the well-being of both its clients and associates. This includes a superior retirement program and highly competitive health, wellness, and work-life offerings.
Equal Opportunity
TIAA is an Equal Opportunity Employer. The company does 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.