Wealth Management Client Relationship Manager

TIAA

Wealth Management Client Relationship Manager partnering with Wealth Management Advisors to support high-net worth clients. Help clients achieve financial goals through effective relationship building and client service delivery.

Posted 5/27/2026full-timeDallas • Iowa, New York, North Carolina, North Dakota, 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, supporting the implementation of financial plan recommendations and coordination of asset consolidation.
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 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 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

Comprehensive Total Rewards package designed to positively impact associates' lives
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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Hard Skills & Tools

financial planninginvestment productswealth management solutions

Soft Skills

interpersonal communicationrelationship buildingclear communicationteam collaboration

Certifications

FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life & Health Insurance License