Private Wealth Client Relations Manager

• 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.

Requirements

• 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.

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Hard Skills

• financial planning
• investment products
• wealth management solutions

Soft Skills

• interpersonal communication
• relationship building
• clear communication
• team collaboration

Certifications & Qualifications

• FINRA Series 7
• FINRA Series 66
• FINRA Series 63
• FINRA Series 65
• Life & Health Insurance License