Wealth Management Client Relationship Manager
About the role
At TIAA, Wealth Client Relationship Managers partner with Wealth Management Advisors to deepen client relationships and support financial planning. This role operates under moderate supervision, leading advisory teams to help high-net-worth clients achieve their financial goals.
Responsibilities
- Deliver client service and support high-net-worth clients
- Manage a book of assigned clients, implementing financial plan recommendations and coordinating asset consolidation
- Communicate clearly and build meaningful relationships with clients
- Manage time and resources to bring compounding value to clients
- Support advisors in implementing TIAA advice and planning solutions
Requirements
- Obtain necessary licenses and registrations within 120 days from start date
- Preferred educational background: University degree
- Minimum 2 years of work experience, with 3+ years preferred
- Required FINRA registrations: Series 7, Series 63, Series 65, Series 66
- Life and Health Insurance License (responsible state)
Qualifications
- Deeply curious with a demonstrated ability to uncover client needs
- Give and receive constructive feedback
- Unlock value by bringing people together
- Motivated to find solutions and maintain an entrepreneurial mindset
- Takes pride in knowledge of investment solutions and financial planning
- Empowered and accountable, learning from mistakes to drive performance
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
- Workplace
Benefits
- Competitive compensation package including base salary and potential incentive programs
- Comprehensive retirement program
- Highly competitive health, wellness, and work-life offerings
Pay
$71,300/yr - $80,500/yr
Schedule
N/A
Company Overview
TIAA is a market-leading retirement company focused on delivering secure retirement for millions of people. We were founded to help educators retire with dignity and now serve a diverse range of clients. Our culture emphasizes impact, innovation, and collaboration, and we strive to provide a supportive and inclusive workplace for all employees.
Accessibility Support
TIAA offers support for applicants needing assistance with the online application process.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
For applicants residing in the US, click here for privacy notices. For applicants residing in California, click here. For applicants of TIAA Global Capabilities, click here. For applicants of Nuveen residing in Europe and APAC, click here.