Director, Wealth Client Relationship Manager

TIAA; Frisco (TX); On-site; USD 112,000 - 137,000; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager in Frisco, Texas. This role involves supervising employees and partnering with clients to identify financial goals, analyze landscapes, and create tailored recommendations.

The ideal candidate should have over 5 years of experience, preferred university degree, and relevant FINRA registrations. This position offers a base pay range of $112,000 to $137,000 per year, supporting client's financial needs and leading a dedicated team.

Qualifications

• 5+ years of experience in wealth management required; 7+ years preferred.
• Required FINRA registrations: Series 7, Series 63, Series 65, Series 66, Series 24.
• Ability to conduct investment research and provide financial guidance.

Responsibilities

• Develop and implement strategic financial plans for clients.
• Build and solidify client relationships pre- and post-retirement.
• Manage team performance through feedback and reviews.

Skills

Client relationship building

Investment strategy development

Financial analysis

Team management

Regulatory compliance understanding

Education

University (Degree) Preferred

Job description

Wealth Client Relationship Mgmt

The Wealth Client Relationship Management job supervises professional level employees and partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Delivery Manager to contribute advice to clients as well as recommend value-added products and services. In addition, as a people manager, this job sets goals and objectives for team members and provides oversight and feedback to ensure that team members are delivering high quality service to clients.

Key Responsibilities and Duties

• Develops and implements strategic and tactical plans with strong considerations to client challenges.
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
• Reviews client information, including financial statements, risk investment profile and cash availability.
• Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
• Grows book of business through identifying value-added products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
• Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.
• Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24

Physical Requirements

• Sedentary Work

Anticipated Posting End Date

2026-06-26

Base Pay Range

$112,000/yr - $137,000/yr

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.

The full EEO & Non-Discrimination statement is available on our careers home page, and you can read more about your rights and view government notices here.