Wealth Management Client Relationship Manager

About the role

Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we serve.

Key Responsibilities

• Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients
• Operationally lead Wealth Management advisory teams to help high-net worth clients achieve their financial goals
• Manage responsibilities for a book of assigned clients
• Support implementation of financial plan recommendations and coordination of asset consolidation
• Communicate clearly and succinctly, utilizing interpersonal communication and relationship building skills
• Manage time and resources efficiently and effectively to bring compounding value and excellence to our clients
• Build meaningful and long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions

Qualifications

• University Degree preferred
• 2+ years required experience; 3+ years preferred
• Series 7, Series 63, Series 65, and Series 66 registrations required (must be obtained within 120 days from start date)
• Life and Health Insurance License (Resident State) required within 120 days

Skills

• Deeply curious with demonstrated ability to uncover client needs
• Giving and receiving constructive feedback
• Unlocking value by bringing people together to leverage skills, talents, and knowledge for common purpose
• Entrepreneurial mindset in pursuit of growth
• Knowledge of investment solutions and financial planning importance
• Thrives in environment of empowerment and accountability
• Learns from mistakes and applies learning to drive performance
• Unwavering work ethic
• 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
• Wealth management

Pay

Base pay range: $71,300/yr - $80,500/yr. Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance.

Physical requirements: Sedentary Work

Career Level: 6IC