Wealth Management Client Relationship Manager

TIAA•Charlotte, NC

20h•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, 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
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

Nice To Haves

3+ Years Preferred
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.

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.