Wealth Management Client Relationship Manager

TIAA•Charlotte, NC

8d•$71,300 - $80,500•Onsite

About The Position

Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and grow their practice through referrals, ultimately delivering financial solutions. The role requires individuals who are deeply curious, adept at giving and receiving feedback, skilled at leveraging collective strengths, motivated by solutions and growth, knowledgeable about investment solutions and financial planning, and possess an entrepreneurial mindset with an unwavering work ethic. They thrive in an environment of empowerment and accountability, learning from mistakes to drive performance.

Requirements

2+ years of financial services experience.
Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
Sedentary Work

Nice To Haves

3+ years of financial services experience.
Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
University (Degree) Preferred

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.