Wealth Management Client Relationship Manager

TIAA•Frisco, TX

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. The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. The role requires clear and succinct communication, strong interpersonal and relationship-building skills, and efficient time and resource management to deliver value and excellence to clients. It involves building meaningful and long-lasting relationships while supporting advisors in implementing TIAA advice and planning solutions. All required licenses and registrations must be obtained within 120 days from the start date.

Requirements

University (Degree) Preferred
2+ Years of experience in building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
FINRA registrations Series 7, Series 66 or Series 63 and Series 65 required.
Life & Health Insurance License required 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.

Nice To Haves

3+ years of experience in wealth management, financial advisory support, or client service roles within the financial services industry.
Related Skills: 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

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 our clients.
Build meaningful and long-lasting relationships.
Support advisors to implement TIAA advice and planning solutions.