Wealth Management Client Relationship Manager

TIAA

Wealth Management Client Relationship Manager at TIAA supporting high-net worth clients and partnering with advisors. Focused on building relationships and delivering financial solutions.

Posted 7/6/2026full-timeCharlotte • North Carolina, Pennsylvania, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $71,300 - $80,500 per yearWebsite

About the role

Key responsibilities & impact

Partnering with Wealth Management Advisors on client relationships
Supporting high-net worth clients in achieving financial goals
Managing assigned book of clients
Implementing financial plan recommendations
Building meaningful and long-lasting relationships
Communicating clearly and effectively

Requirements

What you’ll need

2+ Years Required; 3+ Years Preferred work experience
Deeply curious with a demonstrated ability to uncover the needs of the client
Motivated by finding solutions with an entrepreneurial mindset
Takes pride in knowledge of investment solutions and financial planning
All licenses and registrations must be obtained within 120 days from start date
Series 7 and 66 (63 or 65) passed

Benefits

Comp & perks

Comprehensive Total Rewards package
Competitive compensation package
Health and wellness offerings
Retirement programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial PlanningInvestment SolutionsClient Relationship Management

Soft Skills

Effective CommunicationCuriosityProblem Solving

Certifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License