Wealth Management Client Relationship Manager

About the role

Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow their practice through referrals, delivering financial solutions that support clients' dreams. This role thrives on collaboration, curiosity, and an entrepreneurial mindset to uncover client needs and drive growth.

• Deeply curious with a demonstrated ability to uncover client needs.
• Skilled in giving and receiving constructive feedback.
• Passionate about leveraging collective skills, talents, and knowledge to achieve common goals.
• Motivated by solution-finding and growth, maintaining an entrepreneurial mindset.
• Proud of your knowledge of investment solutions and the importance of financial planning.
• Thrives in environments of empowerment and accountability, learning from mistakes to drive performance.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Operationally lead Wealth Management advisory teams to help clients achieve financial goals, including managing a book of assigned clients.
• Support the implementation of financial plan recommendations and coordinate asset consolidation.
• Communicate clearly and succinctly, utilizing strong interpersonal and relationship-building skills.
• Manage time and resources efficiently to deliver 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 of start date.

Requirements

• 2+ years of financial services experience (3+ years preferred).
• Series 7, 66 (or 63 and 65), and life and health insurance licenses required within 120 days of start date (preferred if already completed).
• University degree preferred.
• Sedentary work environment.

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: $71,300/yr – $80,500/yr. 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 to support physical, emotional, and financial well-being.