Wealth Management Client Relationship Manager

TIAA•Frisco, TX

2d•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 to uncover client needs, the ability to give and receive constructive feedback, and a drive to unlock the value of collaboration. The ideal candidate is motivated by finding solutions with an entrepreneurial mindset, 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, effective interpersonal and relationship-building skills, and efficient time and resource management to deliver value and excellence to clients. Building meaningful and long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions is key. All licenses and registrations must be obtained within 120 days from the start date.

Requirements

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

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 the 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.