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Wealth Management Client Relationship Manager
TIAAWealth Management Client Relationship Manager managing relationships with high-net worth clients to achieve financial goals. Leading advisory teams and ensuring client service delivery in a hybrid work environment.
About the role
Key responsibilities & impact- Manages and grows individual relationships with high-net worth and complex 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.
- Ensures delivery of 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.
- Oversees 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 Wealth Management products and services.
Requirements
What you’ll need- 3+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
- Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 and Life & Health Insurance License within 120 days of start date.
- Understanding of investment products, financial planning concepts, and wealth management solutions.
- Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment productswealth management solutionssales cycle managementasset consolidationclient serviceadvice implementationestate planningform accuracy reviewclient needs assessment
Soft Skills
relationship managementcommunicationteam leadershipproblem-solvingclient outreachmarketing campaign supervisioncross-functional collaborationstrategic thinkingclient educationsales execution
Certifications
FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life & Health Insurance License