Wealth Client Relationship Mgr
TIAA, Dallas, TX, United States
Wealth Client Relationship Manager
Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
Key Responsibilities And Duties
The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
All licenses and registrations must be obtained within 120 days from start date.
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
FINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 6IC
Related Skills
Business Development
Client Relationship Management
Collaboration
Consultative Communication
Continuous Improvement Mindset
Due Diligence
Practice Management Strategy
Prioritizes Effectively
Quantitative Analysis
Retirement Planning Selling
Sales
TIAA Products/Services Acumen
Wealth Management
Base Pay Range $62,500/yr - $87,500/yr. Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace.
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Key Responsibilities And Duties
The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
All licenses and registrations must be obtained within 120 days from start date.
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
FINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 6IC
Related Skills
Business Development
Client Relationship Management
Collaboration
Consultative Communication
Continuous Improvement Mindset
Due Diligence
Practice Management Strategy
Prioritizes Effectively
Quantitative Analysis
Retirement Planning Selling
Sales
TIAA Products/Services Acumen
Wealth Management
Base Pay Range $62,500/yr - $87,500/yr. Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace.
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