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TIAA · 16 hours ago

Wealth Management Client Relationship Manager

Dallas, TX

Full-time

Onsite

Mid, Senior Level

$80K/yr - $94K/yr

3+ years exp

TIAA is a market-leading retirement company founded to help educators retire with dignity. The Wealth Management Client Relationship Manager partners with Wealth Management Advisors to deliver client service and support high-net worth clients in achieving their financial goals.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

Responsibilities

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

Qualification

Series 7Series 66LifeHealth Insurance LicenseFinancial Services ExperienceClient Relationship ManagementBusiness DevelopmentConsultative CommunicationQuantitative AnalysisWealth Management