Account Manager

• Partner with Wealth Management Advisors to deepen relationships and grow advisor practice through referrals
• Operationally lead Wealth Management advisory teams supporting high-net-worth clients under moderate supervision
• Manage responsibilities for a book of assigned clients
• Support implementation of financial plan recommendations and coordinate asset consolidation
• Communicate clearly and build long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions
• Manage time and resources efficiently to deliver compounding value and help clients achieve financial goals

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