Wealth Management Client Relationship Manager

TIAA

4 Locations
Base: $79,800 - $94,200 py; bonus: pyrticipytion i...
Not specified (assumed in-office based on company culture description).
High-net-worth client relationship management
Asset consolidation coordination
Financial plan implementation support
TIAA is seeking a Wealth Management Client Relationship Manager to support high-net-worth clients and manage advisory teams. The role requires a strong background in financial services, specifically with client relationship management and sales execution. Ideal candidates will possess relevant licenses and experience in delivering exceptional client service

Job Summary

  • The role partners with Wealth Management Advisors to deliver exceptional service and support for high-net worth and complex clients.
  • Candidates will lead advisory team practice management meetings and oversee the sales cycle to ensure timely asset growth execution.
  • 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 support high-net-worth clients and manage advisory teams. The role requires a strong background in financial services, specifically with client relationship management and sales execution. Ideal candidates will possess relevant licenses and experience in delivering exceptional client service.

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
  • Financial plan implementation support
  • Series 7 and Series 65/66 licenses
  • Life and Health Insurance license

Nice-to-have

  • Practice management strategy experience
  • Consultative communication skills
  • Business development acumen
  • Continuous improvement mindset
  • Collaborative team environment

Key Requirements

  • 3+ years financial services experience required
  • Series 7, 63/65, or 66 license required within 120 days
  • Resident Life and Health Insurance License required
  • University degree preferred

Work Rights

Not specified

Tailored Resume

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