Wealth Management Client Relationship Manager

TIAA

Base: $62,500pyr - $87,500pyr; bonus/equity: pyrti...
Deep curiosity for uncovering client needs
Understanding of investment solutions and financial planning
Ability to communicate complex information clearly
The role involves partnering with Wealth Management Advisors to help high-net-worth clients achieve their financial goals through deep relationship management

Job Summary

  • The role involves partnering with Wealth Management Advisors to help high-net-worth clients achieve their financial goals through deep relationship management.
  • Candidates must demonstrate an entrepreneurial mindset and the ability to unlock value by bringing people together to achieve a common purpose.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

The role involves partnering with Wealth Management Advisors to help high-net-worth clients achieve their financial goals through deep relationship management.

Salary

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

Skills & Requirements

Must-have

  • Deep curiosity for uncovering client needs
  • Understanding of investment solutions and financial planning
  • Ability to communicate complex information clearly
  • Experience building relationships with high-net-worth individuals

Nice-to-have

  • Entrepreneurial mindset in pursuit of growth
  • Giving and receiving constructive feedback
  • Collaborative approach to leveraging team skills
  • Continuous improvement mindset

Key Requirements

  • 2+ years experience in client relationship management
  • Series 7, Series 63/65, or Series 66 FINRA registration
  • Life and Health Insurance License within 120 days
  • University degree preferred
  • 3+ years wealth management experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter