Wealth Management Client Relationship Manager
TIAADallas, Texas, United States
Posted June 1, 2026
60100 - 84140 USD
Full Time
About the Company
TIAA is a market-leading retirement company fueled by world-class asset management, dedicated to helping workers achieve a secure retirement.
Job Description
Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help them grow their practice through referrals.
Requirements
- 2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
- FINRA registrations Series 7, Series 66 or Series 63 and Series 65.
- Life & Health Insurance License within 120 days of start date.
Benefits
- superior retirement program
- competitive health, wellness and work life offerings
- comprehensive Total Rewards package