Wealth Client Relationship Manager (T)
Retirement Resource Center, LLC., Charlotte, NC, United States
Wealth Client Relationship Manager
Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and grow their practice through referrals, delivering financial solutions that help clients achieve their goals.
Desired skills and attributes:
Deeply curious with a demonstrated ability to uncover client needs.
Giving and receiving constructive feedback.
Leveraging people together to unlock value toward a common purpose.
Entrepreneurial mindset focused on growth.
Knowledge of investment solutions and importance of financial planning.
Motivated by finding solutions, thrives in empowerment, accountability and applies learning to drive performance.
Key Responsibilities and Duties
Partner with Wealth Management Advisors to deliver client service and support high-net worth clients, including operational leadership of advisory teams.
Manage a book of assigned clients, support implementation of financial plan recommendations, coordinate asset consolidation.
Communicate clearly and succinctly, utilizing interpersonal communication and relationship building skills.
Manage time and resources efficiently to bring compounding value and excellence to clients.
Build meaningful long‑lasting relationships, support advisors in implementing 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, 63, 65, 66.
Licenses and Certifications
Life and Health Insurance License (Resident State) – multiple issuers required within 120 days.
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.
Compensation
Base Pay Range: $62,500 – $87,500 per year. Actual base salary may vary based on experience, tenure, performance, business sector and geographic location. Additional incentive programs may be available.
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. Full EEO & Non-Discrimination statement is available on our careers home page.
Accessibility Support
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, contact:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
#J-18808-Ljbffr
Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and grow their practice through referrals, delivering financial solutions that help clients achieve their goals.
Desired skills and attributes:
Deeply curious with a demonstrated ability to uncover client needs.
Giving and receiving constructive feedback.
Leveraging people together to unlock value toward a common purpose.
Entrepreneurial mindset focused on growth.
Knowledge of investment solutions and importance of financial planning.
Motivated by finding solutions, thrives in empowerment, accountability and applies learning to drive performance.
Key Responsibilities and Duties
Partner with Wealth Management Advisors to deliver client service and support high-net worth clients, including operational leadership of advisory teams.
Manage a book of assigned clients, support implementation of financial plan recommendations, coordinate asset consolidation.
Communicate clearly and succinctly, utilizing interpersonal communication and relationship building skills.
Manage time and resources efficiently to bring compounding value and excellence to clients.
Build meaningful long‑lasting relationships, support advisors in implementing 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, 63, 65, 66.
Licenses and Certifications
Life and Health Insurance License (Resident State) – multiple issuers required within 120 days.
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.
Compensation
Base Pay Range: $62,500 – $87,500 per year. Actual base salary may vary based on experience, tenure, performance, business sector and geographic location. Additional incentive programs may be available.
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. Full EEO & Non-Discrimination statement is available on our careers home page.
Accessibility Support
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, contact:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
#J-18808-Ljbffr