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. All required licenses and registrations must be obtained within 120 days from the start date.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Manage a book of assigned clients and support the implementation of financial plan recommendations.
• Coordinate asset consolidation and communicate clearly with clients and advisors.
• Build meaningful, long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions.
• Manage time and resources efficiently to deliver compounding value and excellence to clients.
• Obtain required FINRA registrations (Series 7, Series 63, Series 65, or Series 66) and Life & Health Insurance License within 120 days of start date.

Requirements

• 2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment (3+ years preferred).
• Understanding of investment products, financial planning concepts, and wealth management solutions.
• Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.
• Required FINRA registrations: Series 7 and either Series 66 or Series 63 and Series 65, plus Life & Health Insurance License within 120 days of start date.

Skills

• Deep curiosity and demonstrated ability to uncover client needs.
• Strong ability to give and receive constructive feedback.
• Entrepreneurial mindset with a focus on finding solutions and driving growth.
• Pride in knowledge of investment solutions and financial planning.
• Thrives in an environment of empowerment and accountability, learning from mistakes to drive performance.
• Collaboration, consultative communication, and effective prioritization.
• Preferred: 3+ years of experience in wealth management, financial advisory support, or client service roles within financial services.

Related skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritization, Quantitative Analysis, Retirement Planning, 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 associates' physical, emotional, and financial well-being, including:

• A superior retirement program.
• Highly competitive health, wellness, and work-life offerings.

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 ensuring a more secure financial future for all. Guided by values of championing people, client obsession, integrity, ownership, and teamwork, TIAA fosters a collaborative in-office environment where associates grow through learning experiences and development pathways.