Wealth Management Client Relationship Manager

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Key Skills 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. Motivated by finding solutions and maintaining an entrepreneurial mindset in pursuit of growth. Pride in knowledge of investment solutions our advisors recommend and 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. Key Responsibilities And Duties Partner with Wealth Management Advisors to deliver client service and support high-net worth clients. Operationally lead Wealth Management advisory teams to help high-net worth clients achieve their financial goals. Manage a book of assigned clients, support the implementation of financial plan recommendations, and coordinate asset consolidation. Communicate clearly and succinctly, utilizing interpersonal communication and relationship‑building skills. Manage time and resources efficiently and effectively to bring compounded value and excellence to our clients. Build meaningful and long‑lasting relationships, supporting advisors to implement TIAA advice and planning solutions. Obtain all required licenses and registrations within 120 days from start date. Educational Requirements University Degree Preferred. Work Experience 2+ Years Required; 3+ Years Preferred. FINRA Registrations Series 7 Series 63 Series 65 Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days. Physical Requirements Sedentary Work. Career Level 6IC Required Skills 2+ 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. 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. Preferred Skills 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 Compensation Base Pay Range: $71,300/yr – $80,500/yr. Actual base salary may vary based on relevant experience, time in role, internal peer comparison, prior performance, business sector, and geographical location. Additional compensation may include participation in incentive programs linked to performance. Equal Opportunity and EEO We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. #J-18808-Ljbffr TIAA