WM Client Relationship Consultant
About The Position
Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
Requirements
- 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, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
- 2+ Years Required Work Experience
- Series 7 FINRA Registration
- Series 63 FINRA Registration
- Series 65 FINRA Registration
- Series 66 FINRA Registration
Nice To Haves
- 3+ Years Preferred Work Experience
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Responsibilities
- Partnering with Wealth Management Advisors on deepening client relationships.
- Helping clients grow their practice through referrals.
- Delivering financial solutions to meet client dreams.
- Partnering with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
- Operationally leading Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
- Managing responsibilities for a book of assigned clients.
- Supporting the implementation of financial plan recommendations.
- Coordinating asset consolidation.
- Communicating clearly and succinctly, utilizing interpersonal communication and relationship building skills.
- Managing time and resources efficiently and effectively.
- Building meaningful and long-lasting relationships.
- Supporting advisors to implement TIAA advice and planning solutions.
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
