Wealth Management Client Relationship Manager
TIAACharlotte, North Carolina, United States
Posted April 28, 2026
62500 - 87500 USD
Full Time
About the Company
TIAA is a market-leading retirement company fueled by world-class asset management, committed to making financial well-being possible for its clients.
Job Description
Wealth Client Relationship Manager at TIAA spends their time partnering with Wealth Management Advisors on deepening relationships with clients and helping them grow their practice through referrals.
Requirements
- 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.
Benefits
- Comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.