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 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 work experience, 3+ years preferred
• FINRA registrations: Series 7, Series 63, Series 65, Series 66
• Life and Health Insurance License (responsible state)

Qualifications

• Deeply curious with a demonstrated ability to understand client needs.
• Exhibits a giving and receiving culture of constructive feedback.
• Skilled in leveraging the strengths of team members to achieve common goals.
• Motivated by problem-solving and solution-finding.
• Proud of one's knowledge of investment solutions and financial planning.
• Empowered and accountable, learning from mistakes and applying lessons to improve performance.

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 base pay range: $71,300/yr - $80,500/yr
• Annual discretionary incentive programs
• Non-annual sales incentive plans
• Other non-annual incentive plans
• Comprehensive retirement program
• Highly competitive health, wellness, and work-life offerings

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. Founded to help educators retire with dignity, TIAA is now focused on fighting for the financial security of all Americans. Our mission is guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We strive to create lasting impact through collaboration and innovation.

Benefits and Total Rewards

The organization offers a comprehensive Total Rewards package designed to support both clients and associates. This includes a superior retirement program and highly competitive health, wellness, and work-life offerings.

Equal Opportunity

TIAA is committed to providing equal employment opportunities to all candidates and employees. We do not discriminate 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 with disabilities to complete job applications.

Drug and Smoking Policy

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

Privacy Notices

For applicants residing in the US (excluding California), 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.