Wealth Management Client Relationship Manager

TIAA•Frisco, TX

2d•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 help clients achieve their dreams. This role requires a curious individual with a knack for uncovering client needs, a willingness to give and receive feedback, and a passion for collaboration. 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. They learn from mistakes, apply learnings to drive performance, and maintain an unwavering work ethic.

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.
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

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.