TIAA
Overview
Wealth Management Client Relationship Manager at TIAA partners with Wealth Management Advisors on deepening client relationships and helping clients grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are recognized as one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping clients find confidence in retirement and who personify our values. Key Responsibilities And Duties
The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supports high-net-worth clients. Under moderate supervision, this role operationally leads Wealth Management advisory teams to help high-net-worth clients achieve their financial goals. This includes managing a book of assigned clients, supporting the implementation of financial plan recommendations, and coordinating asset consolidation. Communicates clearly and succinctly, utilizing interpersonal communication and relationship-building skills. Manages time and resources effectively to deliver value and excellence to clients. Builds meaningful and long-lasting relationships while supporting advisors in implementing TIAA advice and planning solutions. All licenses and registrations must be obtained within 120 days from start date. Educational Requirements
University (Degree) Preferred Work Experience
2+ Years Required; 3+ Years Preferred FINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements
Sedentary Work Career Level
6IC Required
2+ years of financial services experience Series 7, 63 and 65 (or 66) completed within 120 days of start date Life and Health Insurance License completed within 120 days of start date Preferred
3+ years of financial services experience Series 7, 63 and 65 (or 66) completed Life and Health Insurance License completed Anticipated Posting End Date
2025-09-30 Base Pay Range
$62,500/yr - $87,500/yr Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we are a market-leading retirement company fueled by world-class asset management. Benefits And Total Rewards
The organization offers a comprehensive Total Rewards package designed to support financial well-being, including a superior retirement program and competitive health, wellness, and work-life offerings. Review the Benefits Summary for more details. Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate on age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Accessibility Support
TIAA offers support for applicants who need assistance with the online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. For reasonable accommodation, contact our Accessibility Support Team at 800-842-2755 or accessibility.support@tiaa.org. Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in the US (except California), click here. For California residents, click here. For Applicants of TIAA Global Capabilities, click here. For Nuveen in Europe and APAC, click here.
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Wealth Management Client Relationship Manager at TIAA partners with Wealth Management Advisors on deepening client relationships and helping clients grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are recognized as one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping clients find confidence in retirement and who personify our values. Key Responsibilities And Duties
The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supports high-net-worth clients. Under moderate supervision, this role operationally leads Wealth Management advisory teams to help high-net-worth clients achieve their financial goals. This includes managing a book of assigned clients, supporting the implementation of financial plan recommendations, and coordinating asset consolidation. Communicates clearly and succinctly, utilizing interpersonal communication and relationship-building skills. Manages time and resources effectively to deliver value and excellence to clients. Builds meaningful and long-lasting relationships while supporting advisors in implementing TIAA advice and planning solutions. All licenses and registrations must be obtained within 120 days from start date. Educational Requirements
University (Degree) Preferred Work Experience
2+ Years Required; 3+ Years Preferred FINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements
Sedentary Work Career Level
6IC Required
2+ years of financial services experience Series 7, 63 and 65 (or 66) completed within 120 days of start date Life and Health Insurance License completed within 120 days of start date Preferred
3+ years of financial services experience Series 7, 63 and 65 (or 66) completed Life and Health Insurance License completed Anticipated Posting End Date
2025-09-30 Base Pay Range
$62,500/yr - $87,500/yr Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we are a market-leading retirement company fueled by world-class asset management. Benefits And Total Rewards
The organization offers a comprehensive Total Rewards package designed to support financial well-being, including a superior retirement program and competitive health, wellness, and work-life offerings. Review the Benefits Summary for more details. Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate on age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Accessibility Support
TIAA offers support for applicants who need assistance with the online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. For reasonable accommodation, contact our Accessibility Support Team at 800-842-2755 or accessibility.support@tiaa.org. Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in the US (except California), click here. For California residents, click here. For Applicants of TIAA Global Capabilities, click here. For Nuveen in Europe and APAC, click here.
#J-18808-Ljbffr