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Wealth Management Client Relations Lead
Job in
Cambridge, Middlesex County, Massachusetts, 02140, USA
Listed on 2026-06-23
Listing for:
TIAA
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
TIAA is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and support high-net worth clients. This role involves managing client relationships, leading advisory teams, and implementing financial planning strategies.
The ideal candidate will have at least 2 years of financial services experience, along with required licenses (Series 7, 66, etc.) to be obtained within 120 days. Strong interpersonal communication skills are essential for building meaningful client relationships.
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