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.

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 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.

Comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
Superior retirement program
Highly competitive health, wellness and work life offerings

Wealth Management Client Relationship Manager

Key skills