Wealth Management Client Relationship Manager
TIAA
About this role
A Senior Wealth Management Client Relationship Consultant partners with Wealth Management Advisors to deliver service and support for high-net-worth and complex clients. The role operationally leads advisory teams to implement financial plan recommendations and coordinate asset consolidation, while coaching and reviewing junior Client Relationship Consultants. The position focuses on building and retaining client relationships and supporting sales and advice implementation.
Skills
Qualifications
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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About TIAA
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for TIAA.
Salary
$80k – $94k
per year