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TIAA · 1 day ago

Wealth Management Client Relationship Manager

Frisco, TX

Full-time

Onsite

Entry, Mid Level

$30.05/hr - $42.07/hr

2+ years exp

TIAA is a market-leading retirement company with over 100 years of experience in delivering secure financial futures. They are seeking a Wealth Management Client Relationship Manager to partner with Wealth Management Advisors, enhancing client relationships and supporting high-net-worth clients in achieving their financial goals.

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

Client Relationship ManagementFinancial PlanningSeries 7 LicenseSeries 66 LicenseBusiness DevelopmentWealth ManagementLifeHealth Insurance LicenseConsultative CommunicationContinuous Improvement MindsetDue DiligencePractice Management StrategyPrioritizes EffectivelyQuantitative AnalysisRetirement Planning SellingSalesTIAA Products/Services AcumenCollaboration