Wealth Management Client Relationship Manager

TIAA

Multiple Locations, US
Base: $62,500pyr - $87,500pyr; bonus: pyrticipytio...
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High-net-worth client relationship management
Asset consolidation coordination
Financial plan recommendation implementation
** TIAA is seeking a Wealth Management Client Relationship Manager to support high-net-worth clients by leading advisory teams, implementing financial plans, and enhancing client relationships. The role requires a solid background in financial services and various licenses, emphasizing client service and asset management. **

Job Summary

  • The role partners with Wealth Management Advisors to deliver exceptional service and support high-net worth clients in achieving their financial goals.
  • Employees will manage individual relationships across all products, focusing on building book of business, strengthening relationships, and growing assets.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 75

** TIAA is seeking a Wealth Management Client Relationship Manager to support high-net-worth clients by leading advisory teams, implementing financial plans, and enhancing client relationships. The role requires a solid background in financial services and various licenses, emphasizing client service and asset management. **

Salary

Base: $62,500/yr - $87,500/yr; Bonus: Participation in incentive programs linked to performance; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • High-net-worth client relationship management
  • Asset consolidation coordination
  • Financial plan recommendation implementation
  • Sales cycle management activities
  • Client outreach and marketing campaigns

Nice-to-have

  • Practice management strategy leadership
  • Consultative communication skills
  • Continuous improvement mindset
  • Collaborative in-office environment
  • AI tools for future-focused skills

Key Requirements

  • 2+ years financial services experience required
  • Series 7 license required
  • Series 65 or Series 66 license required
  • Life and Health Insurance License required
  • Licenses must be obtained within 120 days

Work Rights

Not specified

Tailored Resume

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