Wealth Management Client Relationship Manager
TIAA(1 month ago)
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.
Required Skills
- Business Development
- Client Relationships
- Collaboration
- Communication
- Due Diligence
- Practice Management
- Prioritization
- Quantitative Analysis
- Retirement Planning
- Sales
+4 more
Qualifications
- University Degree (Preferred)
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License
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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