Senior Wealth Relationship Director

TIAA; Bellevue (WA); On-site; USD 114,000 - 130,000; Full time

Job summary

TIAA in Bellevue, WA seeks a Wealth Client Relationship Manager to supervise professional staff and partner with clients to define financial goals and create tailored plans. You will lead a team, conduct performance reviews, and deliver high‑quality advice on wealth management and related products.

Key responsibilities include developing strategic plans, tailoring investment strategies, growing the book of business, and staying informed of market and regulatory changes to support client

Qualifications

• 5+ years in Wealth Management
• SCR Indicator: Series 24

Responsibilities

• 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.

Skills

Client Relationship Management

Business Development

Sales

Collaboration

Consultative Communication

Due Diligence

Practice Management

Retirement Planning

Quantitative Analysis

Wealth Management

Education

University Degree Preferred

Job description

TIAA in Bellevue, WA seeks a Wealth Client Relationship Manager to supervise professional staff and partner with clients to define financial goals and create tailored plans. You will lead a team, conduct performance reviews, and deliver high‑quality advice on wealth management and related products.

Key responsibilities include developing strategic plans, tailoring investment strategies, growing the book of business, and staying informed of market and regulatory changes to support client