TIAA · 5 hours ago
Wealth Management Client Relationship Manager
Frisco, TX
Full-time
Onsite
Entry, Mid Level
$62K/yr - $88K/yr
2+ years expTIAA is a market-leading retirement company with a mission to ensure secure retirements for all. The Wealth Management Client Relationship Manager partners with advisors to deliver exceptional client service and support high-net worth clients in achieving their financial goals.
FinanceFinancial ServicesLife Insurance
Responsibilities
Manages individual relationships with high-net worth 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
Provides 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
Coordinates 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 WM products and services
Qualification
Required
2+ years of financial services experience
Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date
Preferred
3+ years of financial services experience
Series 7 and 66 (or 63 & 65) completed
Life and Health Insurance License completed
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
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2026-01-05
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