Wealth Management Client Relationship Manager

TIAA Jobs

Multiple Locations, US
Base: $62,500pyr - $87,500pyr; bonus: pyrticipytio...
**
High-net-worth client relationship management
Financial plan implementation support
Asset consolidation coordination
** TIAA is seeking a Wealth Management Client Relationship Manager to support high-net-worth clients by collaborating with Wealth Management Advisors. The role involves managing client relationships, implementing financial plans, and coordinating asset consolidation efforts. **

Job Summary

  • The Wealth Client Relationship Manager partners with advisors to deliver exceptional service and support high-net worth clients in achieving their financial goals.
  • This role involves operational leadership of advisory teams, guiding income execution, and identifying sales opportunities to grow and retain assets.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health benefits designed to support associate well-being.

Matching Summary

Match Score: 75

** TIAA is seeking a Wealth Management Client Relationship Manager to support high-net-worth clients by collaborating with Wealth Management Advisors. The role involves managing client relationships, implementing financial plans, and coordinating asset consolidation efforts. **

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

  • High-net-worth client relationship management
  • Financial plan implementation support
  • Asset consolidation coordination
  • Sales cycle management execution
  • Client outreach campaign supervision

Nice-to-have

  • Practice management strategy leadership
  • Consultative communication skills
  • Continuous improvement mindset
  • Collaborative team environment
  • AI tools for financial analysis

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter