WM Client Relationship Consultant

About the role

At TIAA, Wealth Client Relationship Managers partner with Wealth Management Advisors to deepen client relationships and support financial planning.

Responsibilities

• Operate under moderate supervision to lead Wealth Management advisory teams.
• Manage a portfolio of high-net-worth clients, implementing financial plan recommendations and coordinating asset consolidation.
• Communicate effectively with clients and advisors, ensuring clear and concise interactions.
• Manage time and resources efficiently to deliver exceptional client service.
• Build and maintain long-term relationships with clients, supporting advisors in implementing TIAA advice and planning solutions.
• Obtain necessary licenses and registrations within 120 days of starting the position.

Requirements

• University degree preferred.
• 2+ years of relevant work experience; 3+ years preferred.
• FINRA registrations: Series 7, Series 63, Series 65, Series 66.
• Life and Health Insurance License (responsible state).

Skills

• Deeply curious with a demonstrated ability to understand client needs.
• Give and receive constructive feedback.
• Unlock value by fostering collaboration among team members.
• 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 improve performance.

Qualifications

• Physical requirements: Sedentary work.
• Career level: 6IC.
• Related 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

• Competitive compensation package including base salary and potential incentive programs.
• Comprehensive benefits package including a superior retirement program and health, wellness, and work-life offerings.

Pay

Base pay range: $71,300/yr - $80,500/yr. Actual base salary may vary based on experience, performance, and other factors.

Schedule

Not specified.

Benefits

• Retirement program.
• Health, wellness, and work-life offerings.

Company Overview

TIAA is a market-leading retirement company focused on delivering secure retirement for millions of people. We are committed to evolving to meet future challenges and equipping our associates with the skills needed to advance our mission. Our workplace fosters collaboration and innovation, and we strive to create lasting impact for both our clients and associates.

Equal Opportunity

TIAA is an Equal Opportunity Employer. We do not discriminate against candidates or employees based on 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 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 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.