Not specified (assumed hybrid based on company culture).
High-net worth client relationship management
Asset consolidation coordination
Series 7 and series 65/66 licenses
TIAA is seeking a Wealth Management Client Relationship Manager to partner with advisors in delivering client services and supporting high-net-worth clients. The role requires strong relationship management skills, relevant financial services experience, and specific licensing, with an emphasis on client satisfaction and asset growth
Job Summary
The role partners with Wealth Management Advisors to deliver service and support for high-net worth and complex clients.
Candidates must possess or obtain Series 7, Series 63/65/66, and Life and Health Insurance licenses within 120 days of starting.
TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.
Matching Summary
Match Score: 85
TIAA is seeking a Wealth Management Client Relationship Manager to partner with advisors in delivering client services and supporting high-net-worth clients. The role requires strong relationship management skills, relevant financial services experience, and specific licensing, with an emphasis on client satisfaction and asset growth.
Salary
Base: $79,800 - $94,200 per year; Bonus: Participation in performance-linked incentive programs possible; Benefits: Comprehensive Total Rewards including retirement, health, and wellness offerings
Skills & Requirements
Must-have
High-net worth client relationship management
Asset consolidation coordination
Series 7 and Series 65/66 licenses
Life and Health Insurance License
Financial plan implementation support
Nice-to-have
Practice management strategy experience
Consultative communication skills
Continuous improvement mindset
Collaborative team environment
Business development acumen
Key Requirements
University Degree required
3+ years financial services experience required
Series 7, 63/65/66, and Life/Health licenses required
Resident State Life and Health Insurance License required