WM Client Relationship Consultant

Overview

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

If the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.

• 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.
• Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well as your understanding of the importance of financial planning.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.

• Partner with Wealth Management Advisors in delivering client service and supporting high-net-worth clients.
• Under moderate supervision, operationally lead Wealth Management advisory teams to help high-net-worth clients achieve their financial goals.
• Manage responsibilities for a book of assigned clients, support the 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 value and excellence to clients.
• Build 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.

• Educational Requirements:
  
  University (Degree) Preferred
• Work Experience:
  
  2+ Years Required; 3+ Years Preferred
• FINRA Registrations:
  Series 7;
  Series 63;
  Series 65;
  Series 66
• Licenses and
  
  Certifications:
  
  Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Sedentary work

Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based upon experience, time in role, internal peers, performance, business sector, and geographic location. In addition to base salary, compensation may include participation in incentive programs.

Company Overview:
Our culture and benefits are described in the full posting.

Equal Opportunity:
We are an Equal Opportunity Employer. TIAA does not discriminate based on 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.

Accessibility Support: TIAA offers support for those who need assistance with our online application process. If you are a U.S. applicant and desire a reasonable accommodation, please contact accessibility support at  or accessibility.support.