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 practice through referrals that ignite the dreams of the people we serve.

• Deep curiosity and ability to uncover client needs.
• Constructive feedback gives and receives.
• Unleash value by uniting skills to achieve a common purpose.
• Entrepreneurial mindset in pursuit of growth.
• Knowledge of investment solutions and importance of financial planning.
• Empowerment, accountability, learning from mistakes, unwavering work ethic.

• Partner with Wealth Management Advisors to deliver client service and support high-net worth clients under moderate supervision.
• Operationally lead advisory teams to help high-net worth clients achieve financial goals.
• Manage a book of assigned clients, support implementation of financial plan recommendations, and coordinate asset consolidation.
• Communicate clearly and succinctly; utilize interpersonal and relationship building skills.
• Manage time and resources efficiently to bring compounding 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.

• 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

• Physical Requirements:
  
  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: $62,500/yr - $87,500/yr. Actual base salary may vary based on experience, time in role, internal peer base salary, prior performance, business sector, and geographic location. Incentive programs linked to performance may be included.

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.

Our full EEO & Non-Discrimination statement is on our careers home page (), and you can read more about your rights and view government notices here (https://(Use the "Apply for this Job" box below).).