Wealth Management Client Relationship Manager
TIAADallas, Texas, United States
Posted May 13, 2026
62500 - 87500 USD
Full Time
About the Company
TIAA is a market-leading retirement company fueled by world-class asset management, dedicated to helping workers achieve a secure retirement.
Job Description
The Wealth Client Relationship Manager partners with Wealth Management Advisors to deliver client service and support high-net worth clients in achieving their financial goals. The role involves managing a book of assigned clients, implementing financial plan recommendations, and coordinating asset consolidation. The ideal candidate should have a strong relationship-building and communication skills, with the ability to work under moderate supervision.
Requirements
- University (Degree) Preferred
- 2+ Years of Work Experience Required
- FINRA Registrations: Series 7, Series 63, Series 65, Series 66
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings
- Incentive program linked to performance
- Participation in an incentive program linked to performance (annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans)