Wealth Management Client Relationship Manager

TIAA•Charlotte, NC

21h•Onsite

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 a curious individual with a demonstrated ability to uncover client needs, who values constructive feedback, and excels at unlocking the value of collaboration. The ideal candidate is motivated by finding solutions with an entrepreneurial mindset, 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

2+ Years Required Work Experience
FINRA Registrations: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Sedentary Work Physical Requirements

Nice To Haves

3+ Years Preferred Work Experience
University (Degree) Preferred

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.
Obtain all licenses and registrations within 120 days from start date.