Wealth Management Client Relationship Manager

Wealth Client Relationship Manager The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high‑net‑worth clients. Working under moderate supervision, this role operationally leads Wealth Management advisory teams to help high‑net‑worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and coordination of asset consolidation. All licenses must be obtained within 120 days from the start date. Key Responsibilities and Duties Manages individual relationships with high‑net‑worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. Performs registered and non‑registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs. Identifies sales and asset retention opportunities. Coordinates sales cycle management activities, including follow‑through on asset growth opportunities to ensure timely sales execution. Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required Skills 2+ years of financial services experience Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date Preferred Skills 3+ years of financial services experience Series 7 and 66 (or 63 & 65) completed Life and Health Insurance License completed 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: $62,500/yr - $87,500/yr. Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans). Benefits The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of its associates. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. To learn more about your benefits, please review our Benefits Summary. 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. Posting End Date: 2026-06-29 #J-18808-Ljbffr Dormont Manufacturing Co