Wealth Management Client Relationship Manager
About The Position
Wealth Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and grow their practice through referrals, ultimately delivering financial solutions that help clients achieve their dreams. This role requires a curious, feedback-oriented, collaborative, and solution-driven individual with an entrepreneurial mindset and a strong understanding of investment solutions and financial planning. The ideal candidate thrives in an environment of empowerment and accountability, learns from mistakes, and possesses an unwavering work ethic.
Requirements
- 2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
- Must have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 within 120 days of start date.
- Understanding of investment products, financial planning concepts, and wealth management solutions.
- Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.
- All licenses and registrations must be obtained within 120 days from start date.
Nice To Haves
- 3+ years of experience in wealth management, financial advisory support, or client service roles within the financial services industry.
- University (Degree) Preferred
Responsibilities
- Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
- Operationally lead Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
- Manage responsibilities for a book of assigned clients.
- Support the implementation of financial plan recommendations.
- Coordinate asset consolidation.
- Communicate clearly and succinctly, utilizing interpersonal communication and relationship building skills.
- Manage time and resources efficiently and effectively to bring compounding value and excellence to clients.
- Build meaningful and long-lasting relationships.
- Support 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
