Wealth Client Relationship Mgr
Retirement Resource Center, LLC., Charlotte, NC, 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.
Deeply curious with a demonstrated ability to uncover the needs of the client.
Giving and receiving constructive feedback are hallmarks of your character.
Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well as your understanding of the importance of financial planning.
Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
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
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
Anticipated Posting End Date
2026-05-12
Base Pay Range
$62,500/yr - $87,500/yr
Benefits and Total Rewards
The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of its associates. We offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work‑life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being.
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. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
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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.
Deeply curious with a demonstrated ability to uncover the needs of the client.
Giving and receiving constructive feedback are hallmarks of your character.
Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well as your understanding of the importance of financial planning.
Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
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
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
Anticipated Posting End Date
2026-05-12
Base Pay Range
$62,500/yr - $87,500/yr
Benefits and Total Rewards
The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of its associates. We offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work‑life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being.
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. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
#J-18808-Ljbffr