Wealth Management Client Relationship Manager

Overview

Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this role operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation.

This role also coaches and reviews the work of lower lever Client Relationship Consultants.

• Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
• Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.
• Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
• Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
• Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).
• Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.
• Identifies sales and asset retention opportunities.
• Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
• Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services.

• University (Degree) Preferred

• 3+ Years Required; 5+ Years Preferred

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

• Life and Health Insurance License (Resident State) - Multiple Issuers required

• Sedentary Work

7IC

• 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.

• 3+ years of financial services experience.
• Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.

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

Base Pay Range: $79,800/yr - $94,200/yr

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.

At TIAA, we are 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 to advance our mission. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.

We offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones, including a superior retirement program and competitive health, wellness and work-life offerings. Review our Benefits Summary for details.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. The full EEO & Non-Discrimination statement is on our careers home page.

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. For reasonable accommodation…