Wealth Management Client Relationship Manager

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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 the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and coordination of asset consolidation. Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. Requirements 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. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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