Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deepen relationships with clients and help them grow their practice through referrals. The role involves delivering client service, supporting high-net worth clients, and managing a book of assigned clients.
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
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Competitive health, wellness and work life offerings
