Wealth Management Client Relationship Manager

Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deliver client service and support high-net worth clients. The role involves managing a book of assigned clients, implementing financial plan recommendations, and coordinating asset consolidation.

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
• 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
• Superior retirement program
• Highly competitive health, wellness and work life offerings
• Incentive program linked to performance