Wealth Management Client Relationship Manager
TIAA•Charlotte, NC
•Onsite
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. The role requires curiosity, a feedback-oriented mindset, a collaborative spirit, an entrepreneurial drive for growth, pride in investment knowledge and financial planning understanding, and an empowered, accountable, and ethical work ethic.
Requirements
- University (Degree) Preferred
- 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
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
