Wealth Management Client Relationship Manager

TIAA • Frisco, TX

11d

About The Position

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. • 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 was 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. Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Requirements

• 2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
• Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 and Life & Health Insurance License within 120 days of start date.
• Understanding of investment products, financial planning concepts, and wealth management solutions.
• Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.

Nice To Haves

• 3+ years in wealth management, financial advisory support, or client service roles within the financial services industry
• 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

Responsibilities

• 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.

Benefits

• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level