Wealth Management Client Relationship Manager

Wealth Client Relationship Manager

Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors to deepen relationships and help clients grow their practice through referrals, delivering financial solutions that ignite the dreams of the people we exist to serve.

They are deeply curious and able to uncover client needs, give and receive constructive feedback, unlock value by bringing people together, remain motivated by finding solutions, maintain an entrepreneurial mindset, take pride in knowledge of investment solutions and financial planning, thrive in an environment of empowerment and accountability, learn from mistakes and apply learning to drive performance with an unwavering work ethic.

Key Responsibilities and Duties

• Partner with Wealth Management Advisors to deliver client service and support high‑net‑worth clients, operationally leading advisory teams to help clients achieve their financial goals.
• Manage the responsibilities for a book of assigned clients, support the implementation of financial plan recommendations and coordinate asset consolidation.
• Communicate clearly and succinctly, utilizing interpersonal communication and relationship‑building skills.
• Manage time and resources efficiently and effectively to bring compounding value and excellence to clients.
• Build meaningful and long‑lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.

Qualifications

• Education: University degree preferred.
• Experience: 2+ years required; 3+ years preferred.
• FINRA registrations: Series 7, Series 63, Series 65, Series 66 required within 120 days from start date.
• Licenses and certifications: Life and Health Insurance license (Resident State) – multiple issuers required within 120 days.
• Physical requirements: Sedentary work.

Compensation

Base pay range: $71,300 per year – $80,500 per year. Compensation may include participation in incentive programs linked to performance.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity or any other legally protected status.

Our full EEO & Non‑Discrimination statement can be found on the careers home page, and you can read more about your rights and view government notices here.