Account Manager

• Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients
• Operationally lead Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
• Manage responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
• Build meaningful and long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions.

Wealth Management Client Relationship Manager

National Account Manager

ESOP Advisory Principal Relationship Manager

Territory Manager

Consultant, Account Management

Named Account Manager – SLED Mid Market