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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

Onsite

Full Time

Junior

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 operationally leads advisory teams to help clients achieve financial goals, manages assigned client books, and coordinates asset consolidation while implementing financial planning solutions. This position requires building long-lasting relationships and utilizing strong interpersonal skills to deliver effective advice.

Responsibilities

Partner with Wealth Management Advisors to deliver client service and support high-net-worth individuals.
Operationally lead advisory teams to achieve client financial goals and manage assigned books.
Support implementation of financial plan recommendations and coordinate asset consolidation.
Build meaningful long-lasting relationships to drive referrals and practice growth.
Communicate clearly to ensure successful delivery of 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.