Wealth Client Relationship Manager

TIAA

Wealth Client Relationship Manager partnering with Wealth Management Advisors to deepen client relationships. Managing a book of high-net worth clients and supporting financial plan implementations.

Posted 5/27/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $62,500 - $87,500 per yearWebsite

About the role

Key responsibilities & impact

partnering with Wealth Management Advisors on deepening client relationships
operationally leads Wealth Management advisory teams to help high-net worth clients
managing a book of assigned clients
supporting the implementation of financial plan recommendations
building meaningful and long-lasting relationships

Requirements

What you’ll need

2+ Years Required work experience
3+ Years Preferred work experience
Series 7; Series 63; Series 65; Series 66 FINRA Registrations required
Life and Health Insurance License (Resident State) required within 120 Days

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client relationship managementteam leadershipclient engagementfinancial planning supportrelationship building

Certifications

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