Wealth Client Relationship Manager

Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.

• The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net‑worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net‑worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship‑building skills.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Builds meaningful and 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.

University (Degree) Preferred

2+ Years Required; 3+ Years Preferred

SRC Indicator:
Series 7;
Series 63;
Series 65;
Series 66

Life and Health Insurance License (Resident State) – Multiple issuers required within 120 days

Sedentary work

6IC

• 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

$30.05/hr – $42.07/hr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans).

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 weʼre a market‑leading retirement company fueled by world‑class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

At TIAA, weʼre on a mission to build on our 100+ year legacy of delivering for our clients 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 and for generations to come. We are guided by our…