Wealth Management Client Relationship Manager

Overview

Wealth Client Relationship Manager

Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help clients grow their practice through referrals, delivering financial solutions that ignite clients' aspirations. This role requires strong client insight, collaboration, and a proactive, results-driven approach.

• Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients. Under moderate supervision, operationally lead Wealth Management advisory teams to help high-net-worth clients achieve financial goals. Manage 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, 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, and Life & Health Insurance License within 120 days of start date
• Understanding of investment products, financial planning concepts, and wealth management solutions
• Ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams

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

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

Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based on relevant experience, time in role, internal pay equity, performance, business sector, and location. The compensation package may include participation in incentive programs based on performance.

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we are a market-leading retirement company powered by world-class asset management.

We are on a mission to build on our 100+ year legacy while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and tools to advance our mission. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We collaborate across organizational boundaries to accelerate innovation and deliver meaningful results. Our workplace blends entrepreneurial spirit with teamwork, enabling growth through learning and development.

We offer a comprehensive Total Rewards package designed to support financial well-being and overall well-being. Benefits include a competitive retirement program and robust health, wellness, and work-life offerings. For more information, review the Benefits Summary in the posting.

We are an Equal Opportunity Employer. We do not discriminate based on age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or other protected status.

Our full EEO and Non-Discrimination statement is on the careers page, with government notices available as applicable.

We provide support for applicants who need assistance with our online application process to ensure equal employment opportunity for all job seekers, including individuals with disabilities. For reasonable accommodation requests, please contact our accessibility support team by phone or email.

We maintain a drug-free and smoke-free workplace.

For applicants residing in the US (excluding California) or California, or in other regions, please refer to the posting for location-specific privacy notices.