Wealth Management Client Relationship Manager
TIAADallas, Texas, United States
Posted April 8, 2026
60100 - 84140 USD
Full Time
About the Company
TIAA is a market-leading retirement company fueled by world-class asset management, with a mission to build on its 100+ year legacy of delivering for its clients while evolving to meet tomorrow's challenges.
Job Description
The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants.
Requirements
- Manages and grows individual relationships with high-net worth and complex clients
- Leads advisory team practice management meetings
- Ensures delivery of client service and sales support
- Guides client on income execution
- Performs registered and non-registered activities related to identifying client needs
- Identifies client concerns and gathers additional information
- Identifies sales and asset retention opportunities
- Oversees sales cycle management activities
- Supervises client outreach and marketing campaigns
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Competitive health, wellness and work life offerings