Wealth Management Client Relationship Manager

TIAA

Wealth Management Client Relationship Manager assisting high-net worth clients alongside Wealth Management Advisors. Supporting implementation of financial plans and managing client relationships in a collaborative environment.

Posted 7/14/2026full-timeWhite Plains • New York • 🇺🇸 United StatesJuniorMid-Level💰 $71,300 - $80,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing high-net worth client relationships and delivering tailored financial services. Proficient in implementing financial plans and coordinating asset consolidation while maintaining effective communication and time management.

Highest-signal resume keywords

Financial Services ExperienceSeries 7 RegistrationSeries 66 RegistrationLife and Health Insurance LicenseClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningAsset ConsolidationClient Service ManagementTime ManagementResource Management

Soft Skills

Clear CommunicationRelationship Building

Certifications & Qualifications

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

Industry Keywords

Wealth ManagementHigh-Net Worth ClientsFINRA RegistrationsFinancial Services

About the role

Key responsibilities & impact

partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
manages the responsibilities for a book of assigned clients
supports the implementation of financial plan recommendations and the coordination of asset consolidation
communicates clearly and succinctly
manages time and resources efficiently and effectively
builds meaningful and long-lasting relationships

Requirements

What you’ll need

University (Degree) Preferred
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
Required: 2+ years of financial services experience
Series 7 and 66 (or 63 and 65) passed within 120 days of start date
Preferred: 3+ years of financial services experience
Series 7 and 66 (or 63 and 65) passed

Benefits

Comp & perks

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