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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, United States

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 client relationships and drive practice growth for high-net-worth individuals. The role involves operationally leading advisory teams, managing client books, coordinating asset consolidation, and supporting the implementation of financial planning solutions. Success requires a collaborative mindset, strong communication skills, and a deep understanding of TIAA's investment products and financial planning advice.

Responsibilities

Partner with advisors to deliver client service and support high-net-worth clients
Operationally lead Wealth Management advisory teams to achieve financial goals
Manage responsibilities for a book of assigned clients
Support the implementation of financial plan recommendations
Coordinate asset consolidation and build long-lasting client relationships

Skills

Qualifications

Series 7Series 63Series 65Series 66Life 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.