TIAA · 22 hours ago
Wealth Management Client Relationship Manager
Rochester, NY
Full-time
Onsite
Entry, Mid Level
$62K/yr - $88K/yr
2+ years expTIAA is a market-leading retirement company focused on delivering secure financial futures for clients. The Wealth Management Client Relationship Manager partners with Wealth Management Advisors to enhance client relationships and support high-net-worth clients in achieving their financial goals.
FinanceFinancial ServicesLife Insurance
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
Required
2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment
Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 and Life & Health Insurance License within 120 days of start date
Understanding of investment products, financial planning concepts, and wealth management solutions
Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams
All licenses and registrations must be obtained within 120 days from start date
Preferred
3+ years in wealth management, financial advisory support, or client service roles within the financial services industry
University (Degree) Preferred
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
2026-02-04
Company data provided by crunchbase