Wealth Management Client Relationship Manager

TIAA•White Plains, NY

1d•$71,300 - $80,500•Onsite

About The Position

Wealth Management 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 fulfill client aspirations. The role requires individuals who are deeply curious, adept at uncovering client needs, skilled in giving and receiving constructive feedback, and motivated by unlocking collective potential. A strong entrepreneurial mindset focused on growth, pride in knowledge of investment solutions and financial planning, and an unwavering work ethic within an environment of empowerment and accountability are key attributes for success.

Requirements

2+ years of financial services experience
Series 7 and 66 (or 63 and 65) passed within 120 days of start date
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Nice To Haves

3+ years of financial services experience
Series 7 and 66 (or 63 and 65) passed
University (Degree) Preferred

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.
Obtain all required licenses and registrations within 120 days from start date.