TIAA
Overview
Wealth Management Client Relationship Manager at TIAA spend their time partnering with Wealth Management Advisors on deepening client relationships and helping grow practices through referrals to deliver financial solutions. 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 to deliver client service and support 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, using interpersonal communication and relationship-building skills. Manages time and resources efficiently to bring value and excellence to clients. Builds meaningful relationships, 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 Anticipated Posting End Date
2025-10-08 Base Pay
Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based on experience, time in role, internal peers, performance, business sector, and location. Compensation may include incentive programs. 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 other protected status. EEO notices are available on our careers page. Accessibility
TIAA offers support for those needing assistance with the online application process. For reasonable accommodations, contact our Accessibility Support Team at 1-800-842-2755 or accessibility.support@tiaa.org. Other
Drug-free and smoke-free workplace. Privacy notices and other applicant resources are available on the careers page.
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Wealth Management Client Relationship Manager at TIAA spend their time partnering with Wealth Management Advisors on deepening client relationships and helping grow practices through referrals to deliver financial solutions. 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 to deliver client service and support 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, using interpersonal communication and relationship-building skills. Manages time and resources efficiently to bring value and excellence to clients. Builds meaningful relationships, 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 Anticipated Posting End Date
2025-10-08 Base Pay
Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based on experience, time in role, internal peers, performance, business sector, and location. Compensation may include incentive programs. 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 other protected status. EEO notices are available on our careers page. Accessibility
TIAA offers support for those needing assistance with the online application process. For reasonable accommodations, contact our Accessibility Support Team at 1-800-842-2755 or accessibility.support@tiaa.org. Other
Drug-free and smoke-free workplace. Privacy notices and other applicant resources are available on the careers page.
#J-18808-Ljbffr