Wealth Management Client Relationship Manager
TIAA(1 month ago)
About this role
The Wealth Client Relationship Manager partners with Wealth Management Advisors to support high-net-worth clients and help implement financial plan recommendations. The role operationally leads advisory teams to coordinate asset consolidation and guide clients through account and income execution. Licenses required for the role must be obtained within 120 days of the start date.
Required Skills
- Business Development
- Client Relationships
- Collaboration
- Communication
- Due Diligence
- Practice Management
- Prioritization
- Quantitative Analysis
- Retirement Planning
- Sales
+1 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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