Wealth Management Client Relationship Manager

Wealth Management Client Relationship Manager Hybrid - Charlotte, NC, USA Apr 27, 2026 $63K - $88K Job Overview 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 & Traits 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 is your north star. Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well as your 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, while maintaining an unwavering work ethic. Key Responsibilities and Duties Partner with Wealth Management Advisors in delivering client service and supporting high‑net worth clients. Operationally lead Wealth Management advisory teams to help high‑net worth clients achieve their financial goals. Manage the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and coordination of asset consolidation. Communicate clearly and succinctly, utilizing interpersonal communication and relationship building skills. Manage time and resources efficiently and effectively to bring compounding value and excellence to our clients. Build meaningful and long‑lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. Qualifications Education: University (Degree) – Preferred. Experience: 2+ Years required; 3+ Years preferred. FINRA Registrations: Series 7, 63, 65, 66. Licenses and Certifications: Life and Health Insurance License (Resident State) – Multiple issuers required within 120 days. All licenses and registrations must be obtained within 120 days from start date. Physical Requirements: Sedentary work. 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 Benefits Benefits include a superior retirement program and highly competitive health, wellness, and work‑life offerings. Compensation Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, internal peer pay, prior performance, business sector, and geographic location. Equal Opportunity Employer 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. Full EEO & Non‑Discrimination statement is available on our careers home page. #J-18808-Ljbffr