Wealth Management Client Relationship Manager

TIAA•Charlotte, NC

3d•$62,500 - $87,500•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 curiosity, the ability to uncover client needs, and a collaborative spirit. 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.

Requirements

University (Degree) Preferred
2+ Years Required financial services experience
Series 7 and 66 (or 63 and 65) passed within 120 days of start date
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Nice To Haves

3+ years of financial services experience

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.