Wealth Management Client Relationship Manager
TIAA•Frisco, TX
•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, delivering financial solutions that ignite client dreams. The role requires curiosity, constructive feedback skills, a collaborative mindset, an entrepreneurial spirit for growth, pride in investment knowledge and financial planning understanding, and an empowered, accountable, and ethical work ethic.
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.
- 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
- 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 clients.
- Build meaningful and long-lasting relationships.
- Support advisors to implement TIAA advice and planning solutions.
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
