WM Client Relationship Consultant

About the role

At TIAA, Wealth Client Relationship Managers partner with Wealth Management Advisors to deepen client relationships and help them achieve their financial goals.

Responsibilities

• Operate as a leader for Wealth Management advisory teams to support high-net-worth clients.
• Manage a portfolio of assigned clients, implementing financial plan recommendations and coordinating asset consolidation.
• Communicate clearly and effectively, leveraging interpersonal skills and relationship-building.
• Efficiently manage time and resources to deliver exceptional client service.
• Build and maintain long-term relationships with clients, assisting advisors in implementing TIAA advice and planning solutions.

Requirements

• Obtain necessary FINRA registrations and licenses within 120 days of starting the position.
• Hold a university degree.
• Have 2+ years of relevant work experience, with 3+ years preferred.

Qualifications

• Deep curiosity and ability to understand client needs.
• Experience giving and receiving constructive feedback.
• Proven ability to collaborate and leverage team members' strengths.
• Strong motivation to find solutions and an entrepreneurial mindset.
• Comprehensive knowledge of investment solutions and financial planning.
• High level of professionalism and commitment to work ethic.

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
• Understanding of Wealth Management

Benefits

• Competitive compensation package including base salary and potential for annual discretionary incentive programs.
• Retirement program.
• Health, wellness, and work-life benefits.

Pay

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

Schedule

N/A

Company Overview

TIAA is a market-leading retirement company that delivers secure retirement for millions of people. We are committed to fighting for our clients and ensuring a secure financial future for all.

Equal Opportunity

We are an Equal Opportunity Employer and committed to creating a diverse and inclusive workplace.

Accessibility Support

TIAA offers support for applicants with disabilities to complete the job 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 residing in Europe and APAC, click here.