Wealth Management Client Relations Lead
$62.5k - $87.5kTIAA Financial Services
TIAA in the City of White Plains, NY is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors to enhance client relationships and grow practices through referrals. This role requires a strong understanding of investment solutions and financial planning, ideally with 2+ years of experience. Responsibilities include managing high-net-worth client services and supporting financial plan implementations. A university degree is preferred, along with relevant licenses within 120 days. Base pay ranges from $62,500 to $87,500 per year, influenced by experience and performance incentives. #J-18808-Ljbffr TIAA
Vacancy posted 2 days ago
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