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 financial planning. This role operates under moderate supervision, leading advisory teams to help high-net-worth clients achieve their financial goals.

Responsibilities and Duties

• Partner with Wealth Management Advisors to 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 concisely, using 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, supporting advisors in implementing TIAA advice and planning solutions.

Requirements

• University degree preferred.
• 2+ years of experience required; 3+ years preferred.
• FINRA registrations: Series 7, Series 63, Series 65, Series 66.
• Life and Health Insurance License within 120 days of start date.
• 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.

Preferred Skills

• 3+ years of experience in wealth management, financial advisory support, or client service roles within the financial services industry.

Benefits

The competitive compensation package may include an incentive program linked to performance, such as annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans.

Pay

$71,300/yr - $80,500/yr

Schedule

N/A

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, Wealth Management

Benefits

Comprehensive Total Rewards package including a superior retirement program and highly competitive health, wellness, and work-life offerings.

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 now serves a diverse client base. The company is committed to evolving to meet future challenges and equips its associates with future-focused skills and AI tools to advance its mission. TIAA thrives in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results.

Equal Opportunity

TIAA is an Equal Opportunity Employer. We do not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Accessibility Support

TIAA offers support for those who need assistance with the online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

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