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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

Charlotte, NC

Hybrid

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 help them grow their practices through strategic referrals. The role involves operational leadership of advisory teams, managing assigned client books, and coordinating asset consolidation to achieve financial goals while implementing planning solutions.

Responsibilities

Partner with Wealth Management Advisors on client relationship strategies
Operationally lead Wealth Management advisory teams for high-net-worth clients
Manage responsibilities for an assigned book of clients
Coordinate asset consolidation and implement financial planning recommendations
Communicate clearly to build meaningful long-lasting client relationships

Skills

Qualifications

Series 7 LicenseSeries 63 LicenseLife and Health Insurance LicenseBachelor Degree preferred

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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