Wealth Management Client Relationship Manager
About The Position
Wealth Client Relationship Managers at TIAA partner with Wealth Management Advisors on deepening client relationships and helping them grow their practice through referrals to deliver financial solutions. This role requires curiosity, the ability to uncover client needs, and a willingness to give and receive constructive feedback. The ideal candidate is motivated by finding solutions, possesses an entrepreneurial mindset for growth, takes pride in their knowledge of investment solutions and financial planning, and thrives in an environment of empowerment and accountability. They learn from mistakes, apply learnings to drive performance, and maintain an unwavering work ethic.
Requirements
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
- Physical Requirements: Sedentary Work
- Career Level 6IC
- Required: 2+ years of financial services experience.
- Series 7, 66 (or 63 and 65), and life and health insurance licenses completed within 120 days of start date.
Nice To Haves
- Preferred: 3+ years of financial services experience.
- Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Responsibilities
- Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
- Operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
- Manages responsibilities for a book of assigned clients.
- Supports the implementation of financial plan recommendations.
- Coordinates 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.
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
