Wealth Client Relationship Manager

Wealth Client Relationship Manager

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

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
• Take tremendous pride in your knowledge of the investment solutions our advisors are recommending and in your understanding of the importance of financial planning.
• Thrive in an environment of empowerment and accountability, learn from mistakes, and apply the learning to drive performance while maintaining an unwavering work ethic.

• The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Builds meaningful and long‑lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
• All licenses and registrations must be obtained within 120 days from 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

6IC

$35.00/hr - $37.50/hr

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, and you can read more about your rights and view government notices here.

TIAA offers support for individuals who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including those with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the following options to contact our accessibility support team:
Phone:  Email: accessibility.support