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Wealth Managment Client Relationship Manager at TIAA - ApplyBlast

Wealth Managment Client Relationship Manager

TIAA

4 months ago

3.6 on Glassdoor

Charlotte, NC, USA

Hybrid

Full Time

Junior

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, support high-net-worth individuals, and drive practice growth through referrals. The role involves operationally leading advisory teams, managing client books, and coordinating the implementation of financial planning solutions and asset consolidation. This position requires active collaboration to deliver tailored financial services that help clients achieve their investments and retirement goals.

Responsibilities

Partner with wealth advisors to deepen client relationships
Operationally lead advisory teams for high-net-worth clients
Manage assigned client books and financial plan implementation
Coordinate asset consolidation strategies
Support advisors in delivering TIAA investment solutions

Skills

Qualifications

Bachelor's Degree (Preferred)FINRA Series 7 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationFINRA Series 66 Registration

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.