Client Relationship Manager

TIAA; Frisco (TX); On-site; USD 62,500 - 87,500; Full time

Benefits offered by this job

Comprehensive Total Rewards package

Retirement program

Health and wellness offerings

Job summary

TIAA seeks a Wealth Client Relationship Manager in Frisco, Texas to partner with Wealth Management Advisors and enhance client relationships. You will manage a book of clients, help implement financial plans, and support high-net-worth clients in achieving their financial goals. Qualifications include a preferred university degree, at least 2 years of experience, and obtaining necessary licenses within 120 days. The role offers a compensation range from $62,500 to $87,500 annually, plus incentives.

Qualifications

• Proven ability to uncover client needs and provide solutions.
• 2+ years of relevant experience is required, 3+ years preferred.
• Must obtain necessary licenses within 120 days of starting.

Responsibilities

• Partner with Wealth Management Advisors for client service.
• Lead advisory teams to help clients achieve financial goals.
• Build long-lasting relationships with clients and advisors.

Skills

Interpersonal communication

Problem solving

Relationship building

Time management

Financial planning knowledge

Education

University degree (preferred)

Job description

Wealth Client Relationship Manager

Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.

Key Responsibilities and Duties

• The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
• All licenses and registrations must be obtained within 120 days from start date.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

6IC

Anticipated Posting End Date

2026-06-22

Base Pay Range

$62,500/yr - $87,500/yr plus potential incentive programs based on performance.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work‑life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

Phone: (800) 842‑2755

Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug‑free and smoke‑free workplace.