Senior Wealth Client Relations Director

TIAA; San Francisco (CA); On-site; USD 114,000 - 130,000; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Management leader in San Francisco to supervise professionals, partner with clients, and translate financial goals into actionable plans. The role emphasizes building trust, managing a team, and delivering high-quality services across the wealth platform.

Required: 5+ years in Wealth Management with Series 24; preferred 7+ years and strong regulatory acumen. The position offers a comprehensive total rewards package and opportunities for business

Qualifications

• 5+ years in Wealth Management
• SRC Indicator: Series 24
• Demonstrated focus on compliance and regulatory matters

Responsibilities

• Develops and implements strategic plans with client challenges in mind
• Tailors investment strategies to client objectives and tax implications
• Reviews client information and risk profiles
• Builds and solidifies client relationships pre- and post-retirement
• Grows book of business through value-added products and referrals
• Performs investment research and stays informed of markets
• Confers with tax attorneys and accountants on investment decisions
• Leads team with regular feedback and performance reviews

Skills

Wealth Management

Client Relationship Management

Team Leadership

Financial Planning

Regulatory Compliance

Education

University degree

Job description

TIAA is seeking a Wealth Client Relationship Management leader in San Francisco to supervise professionals, partner with clients, and translate financial goals into actionable plans. The role emphasizes building trust, managing a team, and delivering high-quality services across the wealth platform.

Required: 5+ years in Wealth Management with Series 24; preferred 7+ years and strong regulatory acumen. The position offers a comprehensive total rewards package and opportunities for business