Strategic Wealth Client Relations Lead

TIAA; Houston (TX); On-site; USD 71,000 - 81,000; Full time

Job summary

TIAA seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and help grow the practice through referrals while delivering tailored financial solutions.

The role requires 2+ years in financial services, Series 7/63/65/66 and life & health licenses within 120 days; base pay range is $71,300–$80,500 with potential incentives. Anticipated posting end date: 2026-11-30.

Qualifications

• 2+ years of financial services experience.
• Series 7, 63, 65, 66 licenses required/completed within 120 days of start date.
• Life and Health Insurance License (Resident State) – Multiple Issuers required within 120 Days.
• Educational background preferred: University degree.

Responsibilities

• The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship-building skills.
• Manages time and resources efficiently to bring value and excellence to clients.
• Builds meaningful and long-lasting relationships, supporting advisors to implement TIAA planning solutions.
• All licenses and registrations must be obtained within 120 days from start date.

Skills

Financial services experience

Client relationship management

Sales and business development

Communication skills

Education

University (Degree) Preferred

Job description

TIAA seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and help grow the practice through referrals while delivering tailored financial solutions.

The role requires 2+ years in financial services, Series 7/63/65/66 and life & health licenses within 120 days; base pay range is $71,300–$80,500 with potential incentives. Anticipated posting end date: 2026-11-30.