Wealth Management Client Relationship Manager
TIAADallas, Texas, United States
Posted March 10, 2026
62500 - 87500 USD
Full Time
About the Company
TIAA is a market-leading retirement company fueled by world-class asset management, dedicated to helping workers achieve secure retirement.
Job Description
Wealth Client Relationship Manager at TIAA, partnering with Wealth Management Advisors to deepen relationships with high-net worth clients and grow their practice through referrals.
Requirements
- 2+ years of experience building and maintaining client relationships
- FINRA registrations Series 7, Series 66 or Series 63 and Series 65
- Life & Health Insurance License
- Understanding of investment products, financial planning concepts, and wealth management solutions
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Competitive health, wellness and work life offerings