Wealth Management Client Relationship Manager

Overview

Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow practices through referrals, delivering financial solutions that ignite our clients' goals. If these skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.

• 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. This includes managing a book of assigned clients, supporting the implementation of financial plan recommendations, and coordinating 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, 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.

• University (Degree) Preferred

• 2+ Years Required; 3+ Years Preferred

• SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66

• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

• Sedentary Work

6IC

• 2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment
• 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

• 3+ years of experience in wealth management, financial advisory support, or client service roles within the financial services industry

Anticipated Posting End Date:

Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based on experience, role, and location. Compensation may include incentive programs where applicable.

Company overview, culture, benefits, equal opportunity statement, and accessibility information are included in this posting as part of the job description.