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 help grow their practice through referrals, delivering financial solutions that ignite the dreams of the people we 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, maintaining an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in knowledge of the investment solutions advised and understanding the importance of financial planning.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies 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.
• Operates under moderate supervision, leading advisory teams to help high-net worth clients achieve financial goals.
• Manages responsibilities for a book of assigned clients, supports implementation of financial plan recommendations, and coordinates asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal and relationship‑building skills.
• Manages time and resources efficiently to bring compounding value and excellence to clients.
• Builds meaningful, long‑lasting relationships while supporting advisors to implement TIAA advice and planning solutions.
• All required licenses and registrations must be obtained within 120 days from the start date.

University degree preferred.

2+ years required; 3+ years preferred.

• Series 7, Series 63, Series 65, Series 66.

• Life and Health Insurance License (Resident State) – multiple issuers required within 120 days.

Sedentary work.

6IC

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.

Base Pay Range: $71,300/yr – $80,500/yr. Actual base salary may vary based on relevant experience, time in role, internal peer base salary, prior performance, business sector, and geographic location. Additional incentive program participation may apply.

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. The full EEO & Non-Discrimination statement is available on our careers home page.