Client Relationship Manager

TIAA

Wealth Client Relationship Manager partnering with Wealth Management Advisors to support high-net worth clients. Delivering client service and managing responsibilities for a book of assigned clients in the United States.

Posted 5/14/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $62,500 - $87,500 per yearWebsite

About the role

Key responsibilities & impact

partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals
manages the responsibilities for a book of assigned clients
communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills
builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions

Requirements

What you’ll need

2+ Years Required; 3+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

interpersonal communicationrelationship buildingclient serviceoperational leadership

Certifications

Series 7Series 63Series 65Series 66Life and Health Insurance License