Hybrid Wealth Management Client Relationship Manager

Nuveen; Charlotte, Northern (NC, KY); Hybrid; USD 71,000 - 81,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Nuveen, a leading wealth management firm, seeks a Wealth Management Client Relationship Manager to partner with Advisors and deliver premium client service for high-net-worth clients. Expect to coordinate financial plans, support asset consolidation, and build lasting relationships in a hybrid Charlotte, NC environment.

You will leverage deep knowledge of investment solutions and comprehensive financial planning to drive growth.

Qualifications

• 2+ years of financial services experience required.
• FINRA registrations: Series 7; Series 63; Series 65; Series 66.
• Life and Health Insurance License required within 120 days of start.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service for high-net-worth clients.
• Lead advisory teams to implement financial plans and coordinate asset consolidation for a book of clients.
• Communicate clearly and build lasting relationships with clients and advisors.
• Manage time and resources to drive value and excellence for clients.
• Support advisors in implementing TIAA advice and planning solutions.

Skills

Client relationship management

Business development

Collaboration

Consultative communication

Wealth management

Sales

Education

University degree preferred

Job description

Nuveen, a leading wealth management firm, seeks a Wealth Management Client Relationship Manager to partner with Advisors and deliver premium client service for high-net-worth clients. Expect to coordinate financial plans, support asset consolidation, and build lasting relationships in a hybrid Charlotte, NC environment.

You will leverage deep knowledge of investment solutions and comprehensive financial planning to drive growth.