Wealth Client Relationship Mgr

TIAA

Base: $62,500pyr - $87,500pyr; bonus: pyrticipytio...
Deep curiosity for uncovering client needs
Strong interpersonal communication skills
Knowledge of investment solutions
The Wealth Client Relationship Manager partners with Wealth Management Advisors to deliver client service and support high-net worth clients in achieving their financial goals

Job Summary

  • The Wealth Client Relationship Manager partners with Wealth Management Advisors to deliver client service and support high-net worth clients in achieving their financial goals.
  • This role involves managing a book of assigned clients, supporting the implementation of financial plan recommendations, and coordinating asset consolidation.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health, wellness, and work-life offerings.

Matching Summary

The Wealth Client Relationship Manager partners with Wealth Management Advisors to deliver client service and support high-net worth clients in achieving their financial goals.

Salary

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

Skills & Requirements

Must-have

  • Deep curiosity for uncovering client needs
  • Strong interpersonal communication skills
  • Knowledge of investment solutions
  • Understanding of financial planning importance
  • Entrepreneurial mindset for growth

Nice-to-have

  • Giving and receiving constructive feedback
  • Leveraging team skills for common purpose
  • Thriving in empowerment environment
  • Learning from mistakes to drive performance
  • Unwavering work ethic

Key Requirements

  • University Degree Required
  • 2+ Years Work Experience Required
  • Series 7, 63, 65, or 66 Licenses within 120 days
  • Life and Health Insurance License within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter