Wealth Management 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 clients
• Giving and receiving constructive feedback
• Ability to unlock the value of collaboration and leverage skills, talents, and knowledge to achieve a common purpose
• Motivated to find solutions with an entrepreneurial mindset in pursuit of growth
• In-depth knowledge of investment solutions and financial planning importance
• Thrives in an environment of empowerment and accountability, learning from mistakes to drive performance while maintaining an unwavering work ethic

• Partner with Wealth Management Advisors to deliver client service and support high‑net‑worth clients.
• Operationally lead advisory teams under moderate supervision to help clients achieve financial goals.
• Manage a book of assigned clients, supporting implementation of financial‑plan recommendations and coordination of asset consolidation.
• Communicate clearly and succinctly, utilizing interpersonal and relationship‑building skills.
• Manage time and resources efficiently to bring compounding value and excellence to clients.
• Build meaningful and long‑lasting relationships, supporting advisors to implement TIAA advice and planning solutions.

• University degree (preferred).
• At least 2 years of relevant experience (3 years preferred).
• All required FINRA registrations (Series7, Series
  63, Series
  65, Series
  66) obtained within 120 days of start date.
• Life and health insurance license (resident state) from multiple issuers, obtained within 120 days.
• Physical requirement: sedentary work.

Base pay range: $71,300 per year – $80,500 per year, varying by experience, performance, and location. Compensation may include incentive programs linked to performance.

TIAA is an Equal Opportunity Employer and does not discriminate on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any legally protected status.