Wealth Management Client Relationship Manager

Responsibilities

• Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
• Operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
• Manages the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and coordination of asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.

• 2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
• Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 Life & Health Insurance License within 120 days of start date.
• Understanding of investment products, financial planning concepts, and wealth management solutions.
• Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.