Wealth Management Client Relationship Manager

Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

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.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.

Benefits

• Superior retirement program
• Highly competitive health, wellness and work life offerings
• Comprehensive Total Rewards package
• Equal Opportunity Employer
• Accessibility support for those who need assistance with our online application process