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Senior Wealth Relationship Director
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-02
Listing for:
TIAA
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
TIAA in Bellevue, WA seeks a Wealth Client Relationship Manager to supervise professional staff and partner with clients to define financial goals and create tailored plans. You will lead a team, conduct performance reviews, and deliver high‑quality advice on wealth management and related products.
Key responsibilities include developing strategic plans, tailoring investment strategies, growing the book of business, and staying informed of market and regulatory changes to support client
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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