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Wealth Management Client Relationship Manager at TIAA - ApplyBlast

Wealth Management Client Relationship Manager

TIAA

3 months ago

3.6 on Glassdoor

Charlotte, NC, USA

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 high-net-worth individuals in achieving their financial goals. The role involves operationally leading advisory teams, managing assigned client books, coordinating asset consolidation, and implementing financial planning recommendations. Success in this position requires strong interpersonal skills, a deep understanding of investment solutions, and the ability to build long-lasting professional relationships.

Responsibilities

Partner with Wealth Management Advisors to deliver client service
Operationally lead Wealth Management advisory teams
Manage responsibilities for a book of assigned clients
Support implementation of financial plan recommendations
Coordinate asset consolidation for high-net-worth clients

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.