Wealth Client Relationship Mgr

Nuveen, a TIAA company

Base: $62,500pyr - $87,500pyr; bonus/equity: not s...
Client relationship management
Wealth management knowledge
Constructive feedback skills
The Wealth Client Relationship Manager partners with Wealth Management Advisors to deepen client relationships

Job Summary

  • The Wealth Client Relationship Manager partners with Wealth Management Advisors to deepen client relationships.
  • This role supports high-net worth clients in achieving their financial goals.
  • TIAA offers a comprehensive Total Rewards package to enhance associate well-being.

Matching Summary

The Wealth Client Relationship Manager partners with Wealth Management Advisors to deepen client relationships.

Salary

Base: $62,500/yr - $87,500/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Wealth management knowledge
  • Constructive feedback skills

Nice-to-have

  • Entrepreneurial mindset
  • Collaboration and teamwork
  • Continuous improvement mindset

Key Requirements

  • 2+ years of experience required
  • FINRA Registrations: Series 7, 63, 65, 66
  • Life and Health Insurance License required within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter