Wealth Management Client Relationship Manager - Guided Advice

Wealth Client Relationship Manager
The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

• Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
• Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.
• Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
• Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
• Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).
• Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.
• Identifies sales and asset retention opportunities.
• Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
• Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Required:

• 2+ years of financial services experience
• Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date

Preferred:

• 3+ years of financial services experience
• Series 7 and 66 (or 63 & 65) completed
• Life and Health Insurance License completed

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

Anticipated Posting End Date:

2026-09-28

Base Pay Range: $62,500/yr - $87,500/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

_____________________________________________________________________________________________________

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make