Knowledge of investment solutions and financial planning
The Wealth Client Relationship Manager partners with advisors to support high-net-worth clients in achieving their financial goals
Job Summary
The Wealth Client Relationship Manager partners with advisors to support high-net-worth clients in achieving their financial goals.
TIAA is a market-leading retirement company with over 100 years of legacy dedicated to delivering secure futures for millions.
The role offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.
Matching Summary
The Wealth Client Relationship Manager partners with advisors to support high-net-worth clients in achieving their financial goals.
Salary
Base: $62,500/yr - $87,500/yr; Bonus: Participation in performance-linked incentive programs 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 and financial planning
Entrepreneurial mindset for growth
Ability to manage high-net-worth client books
Nice-to-have
Giving and receiving constructive feedback
Collaborative team leadership approach
Continuous improvement mindset
Practical experience in asset consolidation
Unwavering work ethic under accountability
Key Requirements
University Degree (Preferred)
2+ Years Required Experience; 3+ Preferred
Series 7, 63, 65, or 66 Licenses within 120 days
Life and Health Insurance License required within 120 days