Wealth Management Client Relationship Manager

TIAA•White Plains, NY

1d•$71,300 - $80,500•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, the ability to uncover client needs, and a collaborative spirit. 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. 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, strong 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 in implementing TIAA advice and planning solutions is key.

Requirements

University (Degree) Preferred
2+ Years of financial services experience Required
FINRA Registrations: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Series 7 and 66 (or 63 and 65) passed within 120 days of start date

Nice To Haves

3+ Years of financial services experience Preferred
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.
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 our clients.
Build meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.