WM Client Relationship Consultant

Wealth Client Relationship Manager

Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow the practice through referrals, delivering financial solutions that ignite the dreams of our clients.

• Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
• Operationally lead Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
• Manage the responsibilities for a book of assigned clients, support implementation of financial plan recommendations, and coordinate asset consolidation.
• Communicate clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Manage time and resources efficiently to bring compounding value and excellence to clients.
• Build meaningful long‑lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
• All licenses and registrations must be obtained within 120 days of the start date.

• University degree preferred.

2+ years required; 3+ years preferred.

• SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66

• Life and Health Insurance License (Resident State) – multiple issuers required within 120 days.

Physical Requirements:

Sedentary Work.

Base Pay Range: $62,500/yr – $87,500/yr. Actual base salary may vary upon experience, time in role, internal peers, performance, business sector, and geographic location. Compensation may include incentive programs tied to performance.

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.