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 with clients and help grow their practice through referrals, delivering financial solutions that ignite the dreams of the people we exist to serve.

• Deeply curious with a demonstrated ability to uncover client needs.
• Giving and receiving constructive feedback.
• Unlocking the value of bringing people together to leverage skills, talents, and knowledge to achieve a common purpose.
• Motivated by solutions, maintaining an entrepreneurial mindset.
• Knowledge of investment solutions and understanding of financial planning importance.
• Thrives in an empowering and accountable environment, learning from mistakes to drive performance while maintaining work ethic.

• The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high‑net‑worth clients.
• Operationally leads advisory teams to help clients achieve financial goals, managing a book of assigned clients, supporting implementation of financial plan recommendations and coordinating asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal skills and relationship building.
• Manages time and resources efficiently to bring compounding value and excellence to clients.
• Builds meaningful and long‑lasting relationships, supporting advisors to implement TIAA advice and planning solutions.
• All licenses and registrations must be obtained within 120 days from start date.

• University degree preferred.

• 2+ years required; 3+ years preferred.

• Series 7, Series 63, Series 65, Series 66.

• Life and Health Insurance License (Resident State) – multiple issuers required within 120 days.

• Sedentary work.

6IC

• 2+ years of experience building and maintaining client relationships, preferably with high‑net‑worth individuals or in a financial services environment.
• Required to have FINRA registrations Series 7, Series 66 or Series 63, and Series 65.
• Life & Health Insurance License within 120 days of start date.
• Understanding of investment products, financial planning concepts, and wealth management solutions.
• Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross‑functional teams.

• 3+ years of experience in wealth management, financial advisory support, or client service roles within the financial services industry.

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.

$62,500/yr – $87,500/yr

Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. Compensatory package may include incentive programs linked to performance.

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, we’re a market‑leading retirement company fueled by world‑class asset management.

At TIAA, we’re on a mission to build on our 100+ year legacy while evolving to meet tomorrow’s challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all. Our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We thrive in a collaborative in‑office environment where teams work across boundaries with shared purpose, accelerating innovation and delivering meaningful results.

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