Client Relationship Manager

Wealth Client Relationship Manager

Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and support high‑net‑worth clients through financial solutions and referrals.

• Deeply curious, uncovering client needs.
• Open to constructive feedback.
• Collaborative, leveraging skills and knowledge toward common purpose.
• Entrepreneurial mindset, seeking growth solutions.
• In‑depth knowledge of advisor recommended investment solutions and importance of financial planning.
• Excel in empowerment and accountability, learning from mistakes.

• Partner with Wealth Management Advisors to deliver client service and support high‑net‑worth clients.
• Operationally lead advisory teams in helping clients achieve financial goals.
• Manage client book responsibilities, support implementation of financial plan recommendations and coordinate asset consolidation.
• Communicate clearly and succinctly, utilizing interpersonal and relationship‑building skills.
• Manage time and resources efficiently to deliver value and excellence to clients.
• Build meaningful, long‑lasting relationships while supporting advisors to implement TIAA advice and planning solutions.
• Obtain all necessary licenses and registrations within 120 days from start date.

• University degree preferred.
• Minimum 2 years work experience; 3+ years preferred.
• FINRA registrations:
  Series 7, Series 63, Series 65, Series 66.
• Life and Health Insurance License (Resident State) – multiple issuers required within 120 days.

We offer a comprehensive Total Rewards package, including a superior retirement program and competitive health, wellness and work‑life offerings.

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.

TIAA offers support for applicants who need assistance with our online application process. For U.S. applicants desirous of a reasonable accommodation, contact our accessibility support team:
Phone 800‑842‑2755, Email accessibility.support.

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

$62,500 – $87,500 per year, based on experience, performance and other factors.