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Wealth Management, Client Relationship Manager at TIAA - ApplyBlast

Wealth Management, Client Relationship Manager

TIAA

5 months ago

3.6 on Glassdoor

Dallas, TX, USA

Onsite

Full Time

Senior

0 applicants

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About this role

A Wealth Client Relationship Manager at TIAA partners with advisors to deepen relationships with high-net-worth clients and support their practice growth through referrals. The role involves operationally leading advisory teams, managing client books, and coordinating asset consolidation to help clients achieve financial goals. Success requires a deep understanding of investment solutions and the ability to build meaningful, long-lasting relationships.

Responsibilities

Partner with Wealth Management Advisors to deliver client service and support privilege book growth
Operationally lead Wealth Management advisory teams to achieve client financial goals
Manage responsibilities for assigned high-net-worth client books
Support implementation of financial plan recommendations and coordinate asset consolidation
Build long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions

Skills

Qualifications

Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 LicenseLife and Health Insurance License

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.