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Wealth Management Client Relationship Manager at TIAA - ApplyBlast

Wealth Management Client Relationship Manager

TIAA

4 months ago

3.6 on Glassdoor

Onsite

Full Time

Senior

0 applicants

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About this role

A Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deepen client relationships and support teams in delivering financial solutions to high-net-worth individuals. This operational role involves managing a book of assigned clients, implementing financial plan recommendations, and coordinating asset consolidation under moderate supervision.

Responsibilities

Operational leadership for Wealth Management advisory teams
Manage book of assigned clients and asset consolidation
Support implementation of financial plan recommendations
Partner with advisors to deliver client service and growth
Maintain and build long-lasting relationships with high-net-worth clients

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.