Wealth Management Client Relationship Manager

TIAA•Charlotte, NC

4d•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 fulfill clients' aspirations. This role requires a curious individual with a knack for uncovering client needs, a willingness to give and receive feedback, and a talent for leveraging collective skills to achieve common goals. The ideal candidate is motivated by finding solutions, possesses an entrepreneurial spirit focused on growth, takes pride in their knowledge of investment solutions and financial planning, and thrives in an empowered, accountable environment where learning from mistakes drives performance. The Wealth Client Relationship Manager supports high-net-worth clients by managing a book of assigned clients, assisting with the implementation of financial plans, and coordinating asset consolidation. Effective communication, efficient time and resource management, and the ability to build lasting relationships are crucial. All required licenses and registrations must be obtained within 120 days of the start date.

Requirements

2+ Years Required Work Experience
University (Degree) Preferred
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
Business Development
Client Relationship Management
Collaboration
Consultative Communication
Continuous Improvement Mindset
Due Diligence
Practice Management Strategy
Prioritizes Effectively
Quantitative Analysis
Retirement Planning Selling
Sales
TIAA Products/Services Acumen
Wealth Management

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 the 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 our clients.
Build meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.