Elite Wealth Client Relationship Lead

TIAA; Philadelphia (Philadelphia County); On-site; USD 71,000 - 81,000; Full time

Job summary

TIAA seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepening client relationships and supporting high-net-worth clients with trusted financial solutions. You will coordinate with advisors, help implement financial plans, and ensure timely licensing within 120 days.

The role emphasizes clear communication, relationship-building, and efficient use of time and resources to deliver measurable value to clients.

Qualifications

• 2+ years of financial services experience.
• Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.

Responsibilities

• 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.

Skills

Client relationship management

Business development

Collaboration

Communication

Critical thinking

Sales

Wealth management

Retirement planning

Finance knowledge

Education

University (Degree) Preferred

Job description

TIAA seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepening client relationships and supporting high-net-worth clients with trusted financial solutions. You will coordinate with advisors, help implement financial plans, and ensure timely licensing within 120 days.

The role emphasizes clear communication, relationship-building, and efficient use of time and resources to deliver measurable value to clients.