Wealth Management Client Relationship Manager
TIAA
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.
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
$63k – $88k
per year