TIAA
Wealth Management Client Relationship Manager
TIAA, Washington, District of Columbia, us, 20022
Overview
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow practices through referrals to deliver financial solutions. We are recognized as an ethical company and noted for diversity. We hire and develop Wealth Management Client Relationship Managers who align with our mission of helping clients gain confidence in retirement and who exemplify our values. If you identify with the listed skills, you will thrive in this role. Key skills include: deeply curious about client needs; giving and receiving constructive feedback; uniting people to leverage skills toward a common purpose; entrepreneurial mindset focused on growth; strong knowledge of investment solutions and financial planning; empowerment and accountability with a strong work ethic.
Key Responsibilities and Duties
Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients. Under moderate supervision, operationally lead Wealth Management advisory teams to help clients achieve financial goals. Manage a book of assigned clients, support the implementation of financial plan recommendations, and coordinate asset consolidation. Communicate clearly and succinctly with interpersonal relationship-building skills. Manage time and resources efficiently to bring value and excellence to clients. Build meaningful, long-lasting relationships and support advisors in implementing TIAA guidance 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, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. Preferred
3+ years of financial services experience. Series 7, 66 (or 63 and 65), and life and health insurance licenses 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
2025-11-21 Compensation
Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based on factors such as relevant experience, time in role, internal peers’ base salaries, prior performance, business sector, and geographic location. In addition to base salary, compensation may include participation in incentive programs as applicable. 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 with world-class asset management. We are committed to clients and to serving many Americans who need us. Our Culture of Impact We are on a mission to build on our 100+ year legacy by equipping associates with future-focused skills and tools. We strive for a more secure financial future for all and for generations to come. Our values are Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We work collaboratively across boundaries to accelerate innovation and deliver meaningful results. Our workplace blends TIAA and Nuveen’s entrepreneurial spirit, encouraging growth through learning experiences and development pathways. Benefits and Total Rewards We offer a comprehensive Total Rewards package designed to support financial well-being and overall well-being. Our benefits include a competitive retirement program and health, wellness, and work-life offerings. For details, review the Benefits Summary (without external links). 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. The full EEO and Non-Discrimination statement is available on the careers page, and government notices are available where required. Accessibility Support
TIAA offers support for those who need assistance with the online application process to provide equal employment opportunities, including accommodations for individuals with disabilities. To request accommodation, contact our accessibility support team at the provided phone or email. Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace. Privacy Notices
For applicants of TIAA, Nuveen and Affiliates in the US (excluding California), click here. For California applicants, click here. For TIAA Global Capabilities, click here. For applicants of Nuveen residing in Europe and APAC, click here. _____________________________________________________________________________________________________
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Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow practices through referrals to deliver financial solutions. We are recognized as an ethical company and noted for diversity. We hire and develop Wealth Management Client Relationship Managers who align with our mission of helping clients gain confidence in retirement and who exemplify our values. If you identify with the listed skills, you will thrive in this role. Key skills include: deeply curious about client needs; giving and receiving constructive feedback; uniting people to leverage skills toward a common purpose; entrepreneurial mindset focused on growth; strong knowledge of investment solutions and financial planning; empowerment and accountability with a strong work ethic.
Key Responsibilities and Duties
Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients. Under moderate supervision, operationally lead Wealth Management advisory teams to help clients achieve financial goals. Manage a book of assigned clients, support the implementation of financial plan recommendations, and coordinate asset consolidation. Communicate clearly and succinctly with interpersonal relationship-building skills. Manage time and resources efficiently to bring value and excellence to clients. Build meaningful, long-lasting relationships and support advisors in implementing TIAA guidance 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, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. Preferred
3+ years of financial services experience. Series 7, 66 (or 63 and 65), and life and health insurance licenses 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
2025-11-21 Compensation
Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based on factors such as relevant experience, time in role, internal peers’ base salaries, prior performance, business sector, and geographic location. In addition to base salary, compensation may include participation in incentive programs as applicable. 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 with world-class asset management. We are committed to clients and to serving many Americans who need us. Our Culture of Impact We are on a mission to build on our 100+ year legacy by equipping associates with future-focused skills and tools. We strive for a more secure financial future for all and for generations to come. Our values are Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We work collaboratively across boundaries to accelerate innovation and deliver meaningful results. Our workplace blends TIAA and Nuveen’s entrepreneurial spirit, encouraging growth through learning experiences and development pathways. Benefits and Total Rewards We offer a comprehensive Total Rewards package designed to support financial well-being and overall well-being. Our benefits include a competitive retirement program and health, wellness, and work-life offerings. For details, review the Benefits Summary (without external links). 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. The full EEO and Non-Discrimination statement is available on the careers page, and government notices are available where required. Accessibility Support
TIAA offers support for those who need assistance with the online application process to provide equal employment opportunities, including accommodations for individuals with disabilities. To request accommodation, contact our accessibility support team at the provided phone or email. Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace. Privacy Notices
For applicants of TIAA, Nuveen and Affiliates in the US (excluding California), click here. For California applicants, click here. For TIAA Global Capabilities, click here. For applicants of Nuveen residing in Europe and APAC, click here. _____________________________________________________________________________________________________
#J-18808-Ljbffr