TIAA
Overview
Wealth Client Relationship Manager
– Wealth Management Client Relationship Managers partner with Wealth Management Advisors to deepen client relationships and help clients grow their practice through referrals, delivering financial solutions that ignite clients’ retirement dreams. This role supports high-net-worth clients and contributes to achieving financial goals through collaboration and planning. Key Responsibilities and Duties
Partner with Wealth Management Advisors in delivering client service and supporting high-net-worth clients. Under moderate supervision, operationally lead Wealth Management advisory teams to help clients achieve their financial goals. Manage 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 to bring value and excellence to clients. Build meaningful, long-lasting relationships while supporting advisors to implement 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 Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date
2025-09-30 Base Pay and Benefits
Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based on experience, time in role, internal salary comparisons, performance, business sector, and location. In addition to base salary, compensation may include incentive programs. Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. We are a market-leading retirement company driven by world-class asset management and a commitment to clients and associates. Benefits and Total Rewards
We offer a comprehensive Total Rewards package including a superior retirement program and competitive health, wellness, and work-life offerings. Review the Benefits Summary for 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 provides support for applicants needing assistance with the online application process to ensure equal opportunity. For reasonable accommodations, please contact accessibility support at 800-842-2755 or accessibility.support@tiaa.org. Privacy Notices
For applicants residing in different regions, follow the applicable privacy notices provided in the application process.
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Wealth Client Relationship Manager
– Wealth Management Client Relationship Managers partner with Wealth Management Advisors to deepen client relationships and help clients grow their practice through referrals, delivering financial solutions that ignite clients’ retirement dreams. This role supports high-net-worth clients and contributes to achieving financial goals through collaboration and planning. Key Responsibilities and Duties
Partner with Wealth Management Advisors in delivering client service and supporting high-net-worth clients. Under moderate supervision, operationally lead Wealth Management advisory teams to help clients achieve their financial goals. Manage 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 to bring value and excellence to clients. Build meaningful, long-lasting relationships while supporting advisors to implement 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 Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date
2025-09-30 Base Pay and Benefits
Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based on experience, time in role, internal salary comparisons, performance, business sector, and location. In addition to base salary, compensation may include incentive programs. Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. We are a market-leading retirement company driven by world-class asset management and a commitment to clients and associates. Benefits and Total Rewards
We offer a comprehensive Total Rewards package including a superior retirement program and competitive health, wellness, and work-life offerings. Review the Benefits Summary for 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 provides support for applicants needing assistance with the online application process to ensure equal opportunity. For reasonable accommodations, please contact accessibility support at 800-842-2755 or accessibility.support@tiaa.org. Privacy Notices
For applicants residing in different regions, follow the applicable privacy notices provided in the application process.
#J-18808-Ljbffr