Wealth Management Client Relationship Manager

TIAA • Frisco, TX

1d

About The Position

Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants. Key Responsibilities and Duties Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs. Identifies sales and asset retention opportunities. Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services.

Requirements

• 3+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
• Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 and 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

• 5+ years in wealth management, financial advisory support, or client service roles within the financial services industry
• 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

• Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
• Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.
• Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
• Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
• Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).
• Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.
• Identifies sales and asset retention opportunities.
• Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
• Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services.

Benefits

• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level