Wealth Management: Client Relationship Lead

TIAA

TIAA is seeking a Wealth Client Relationship Manager in the New York area to partner with Wealth Management Advisors and deepen client relationships. You will help grow client practice through referrals and coordinate financial planning solutions for high-net-worth individuals. The role requires 2+ years of financial services experience and licenses (Series 7/66 and life/health) obtained within 120 days. A university degree is preferred, with a focus on wealth management knowledge. #J-18808-Ljbffr TIAA

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Vacancy posted 3 days ago

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