Wealth Management Client Relationship Manager

Job Overview

Wealth Client Relationship Manager – Wealth Management. Partner with Wealth Management Advisors to deepen client relationships, grow advisor practice, and deliver financial solutions that ignite clients’ aspirations.

• Provide client service and support to high‑net‑worth clients under moderate supervision.
• Operationally lead Wealth Management advisory teams to help clients achieve financial goals.
• Manage a book of assigned clients, support implementation of financial plan recommendations, and coordinate asset consolidation.
• Communicate clearly and succinctly using interpersonal and relationship‑building skills.
• Manage time and resources efficiently to deliver compounding value and excellence to clients.
• Build meaningful, long‑lasting relationships while supporting advisors to implement TIAA advice and planning solutions.

• Minimum 2years of financial services experience (3years preferred).
• Excellent knowledge of investment solutions recommended by advisors and a strong understanding of the importance of financial planning.
• Entrepreneurial mindset and ability to find solutions in an environment of empowerment and accountability.
• Thrives on delivering high‑quality client service and continuous improvement.

All required licenses and registrations must be obtained within 120days of the start date.

• FINRA registrations:
  Series7, Series
  63, Series
  65, Series
  66.
• Life and Health Insurance license (Resident State – multiple issuers).
• Physical requirements:
  
  Sedentary work.

• University degree preferred.

• 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

Base Pay Range: $62,500/yr – $87,500/yr (actual base salary may vary based on experience, performance, business sector, and location). Salary may include participation in incentive programs linked to performance.

The organization provides a comprehensive Total Rewards package, including a superior retirement program, health and wellness benefits, and work‑life support. For more details, please review the Benefits Summary.

We are an Equal Opportunity Employer. TIAA does 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. Our full EEO & Non‑Discrimination statement is on our careers home page; you can read more about your rights and view government notices here.