Wealth Managment Client Relationship Manager

Wealth Client Relationship Manager 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. Should you have the following strengths, you will thrive in this role. Deeply curious with a demonstrated ability to uncover the needs of the client. Possessing and giving constructive feedback as a hallmark. Committed to unlocking the value of collaboration to achieve a common purpose. Motivated by finding solutions and maintaining an entrepreneurial mindset. Pride in knowledge of investment solutions and importance of financial planning. Thrives in an empowered and accountable environment; learns from mistakes and applies lessons to drive performance. Key Responsibilities and Duties Partner with Wealth Management Advisors to provide client service and support high‑net‑worth clients. Operate under moderate supervision while leading advisory teams to help clients achieve financial goals. Manage a book of assigned clients and support implementation of financial plan recommendations and asset consolidation. Communicate clearly and build relationships using interpersonal skills. Manage time and resources efficiently to deliver value and excellence. All required licenses and registrations must be obtained within 120 days of start date. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) – multiple issuers required within 120 days Physical Requirements Sedentary Work Career Level 6IC 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 on experience, other factors, with the possibility of incentives tied to performance. Posting Information Anticipated Posting End Date: 2026‑05‑25 Equal Opportunity 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. #J-18808-Ljbffr TIAA