Director, Wealth Client Relationship Manager

TIAA

Director managing Wealth Client Relationship Management to optimize client financial plans and service excellence. Building relationships with clients and overseeing team performance to meet strategic objectives.

Posted 6/12/2026full-timeDallas • Texas • 🇺🇸 United StatesLead💰 $112,000 - $137,000 per yearWebsite

About the role

Key responsibilities & impact

Supervises professional level employees and partners with clients to identify financial goals
Analyzes their financial landscape and develops recommendations
Builds strong relationships and trust with clients
Contributes advice to clients and recommends value-added products and services
Sets goals and objectives for team members
Provides oversight and feedback to ensure high quality service

Requirements

What you’ll need

5+ Years Required; 7+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24
Business Development
Client Relationship Management
Continuously Improvement Mindset
Quantitative Analysis
Retirement Planning Selling
TIAA Products/Services Acumen

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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Hard Skills & Tools

Quantitative AnalysisRetirement Planning SellingBusiness Development

Soft Skills

Client Relationship ManagementContinuous Improvement MindsetSupervisionGoal SettingFeedback Provision

Certifications

Series 7Series 63Series 65Series 66Series 24