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TIAA · 1 day ago

Wealth Management Client Relationship Manager

Charlotte, NC, USA

Full-time

Hybrid

Entry, Mid Level

$62K/yr - $88K/yr

2+ years exp

TIAA is a market-leading retirement company that has been delivering secure retirement solutions for over 100 years. They are seeking a Wealth Management Client Relationship Manager to partner with Wealth Management Advisors in providing exceptional service to high-net worth clients, helping them achieve their financial goals through effective relationship management and financial planning support.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

Responsibilities

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

Qualification

Financial Services ExperienceSeries 7 LicenseSeries 66 LicenseLifeHealth Insurance LicenseClient Relationship ManagementConsultative CommunicationWealth ManagementContinuous Improvement MindsetBusiness DevelopmentQuantitative AnalysisRetirement Planning SellingSalesTIAA Products/Services AcumenPractice Management StrategyPrioritizes EffectivelyDue DiligenceCollaboration