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Wealth Client Relationship Manager
$61,740 - $85,000/Yr
TIAA - New York, NY
posted about 2 months ago
Full-time - Mid Level
New York, NY
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The Wealth Client Relationship Manager at TIAA plays a crucial role in partnering with Wealth Management Advisors to enhance client relationships and support high-net-worth clients in achieving their financial goals. This position involves operational leadership of advisory teams, managing a book of clients, and implementing financial plans while ensuring excellent client service and communication.
Responsibilities
- Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
- Operationally lead Wealth Management advisory teams to help clients achieve their financial goals.
- Manage responsibilities for a book of assigned clients and support the implementation of financial plan recommendations.
- Coordinate asset consolidation for clients.
- Communicate clearly and succinctly, utilizing interpersonal communication and relationship-building skills.
- Manage time and resources efficiently to provide value and excellence to clients.
- Build meaningful and long-lasting relationships while supporting advisors in implementing TIAA advice and planning solutions.
Requirements
- 2+ years of relevant work experience required; 3+ years preferred.
- FINRA Registrations: Series 7, Series 63, Series 65, Series 66.
- Life and Health Insurance License (Resident State) required within 120 days of start date.
Nice-to-haves
- Demonstrated ability to uncover client needs.
- Experience in business development and client relationship management.
- Strong consultative communication skills.
- Continuous improvement mindset and effective prioritization skills.
Benefits
- Comprehensive Total Rewards package including retirement programs and competitive health offerings.
- Wellness and work-life balance programs to support physical, emotional, and financial well-being.
