Wealth Management Client Relationship Manager

TIAA•Charlotte, NC

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 and entrepreneurial mindset, a strong understanding of investment solutions and financial planning, and an ability to thrive in an empowered and accountable environment. The Wealth Client Relationship Manager supports high-net-worth clients by managing a book of assigned clients, implementing financial plan recommendations, and coordinating asset consolidation. They communicate clearly, build strong relationships, and manage time and resources effectively to provide value to clients.

Requirements

2+ Years of Work Experience Required
University (Degree) Preferred
FINRA Registrations: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Deeply curious with a demonstrated ability to uncover the needs of the client.
Giving and receiving constructive feedback are hallmarks of your character.
Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.

Nice To Haves

3+ Years of Work Experience Preferred

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 the 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, while supporting advisors to implement TIAA advice and planning solutions.