Wealth Management Client Relationship Manager

TIAA

Wealth Management Client Relationship Manager supporting high-net worth clients and collaborating with Wealth Management Advisors. Delivering financial solutions and managing client relationships effectively.

Posted 7/28/2026full-timeCambridge • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $71,300 - $80,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service delivery for high-net worth clients, operational leadership of advisory teams, and effective communication. Proficient in managing client portfolios and implementing financial plans while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Client Service DeliveryWealth Management AdvisoryFinancial Plan ImplementationFINRA Series 7, 63, 65, 66Life and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Clear CommunicationTime ManagementResource Management

Certifications & Qualifications

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

Industry Keywords

Wealth ManagementHigh-Net Worth ClientsClient Portfolio ManagementAsset ConsolidationFinancial Planning

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
managing the responsibilities for a book of assigned clients
implementing financial plan recommendations
coordinating asset consolidation
communicates clearly and succinctly
manages time and resources efficiently

Requirements

What you’ll need

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

Benefits

Comp & perks

comprehensive Total Rewards package
superior retirement program
highly competitive health, wellness and work life offerings