Wealth Management Client Relationship Manager

Wealth Management Client Relationship Manager at TIAA partners with Wealth Management Advisors to deliver client service and support high-net worth 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
• Financial well-being possible for its clients