Wealth Management Client Relationship Manager

TIAA Jobs

Base: $62,500pyr - $87,500pyr; bonus/equity: not s...
Experience with high-net-worth clients
Understanding of investment products
Ability to communicate complex information
Wealth Management Client Relationship Managers at TIAA partner with Advisors to deepen client relationships

Job Summary

  • Wealth Management Client Relationship Managers at TIAA partner with Advisors to deepen client relationships.
  • The role involves managing a book of clients and implementing financial plans.
  • TIAA is committed to the well-being of associates and offers a comprehensive benefits package.

Matching Summary

Wealth Management Client Relationship Managers at TIAA partner with Advisors to deepen client relationships.

Salary

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

Skills & Requirements

Must-have

  • Experience with high-net-worth clients
  • Understanding of investment products
  • Ability to communicate complex information

Nice-to-have

  • Entrepreneurial mindset for growth
  • Collaborative team environment
  • Constructive feedback culture

Key Requirements

  • 2+ years of client relationship experience
  • FINRA registrations Series 7, 63, 65, or 66
  • Life & Health Insurance License within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter