Strategic Wealth Client Relationships Lead

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

Job summary

TIAA in Houston, TX seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and drive growth through referrals and tailored financial solutions. You will lead client service for high-net-worth clients, support the implementation of financial plans and asset consolidation, and build lasting advisor relationships.

Required: university degree, 2+ years experience (3+ preferred); FINRA Series 7/63/65/66; Life and Health Insurance license;

Qualifications

• University degree required.
• 2+ years experience in wealth management or related field.
• FINRA Series 7, 63, 65, 66 registrations required.
• Life and Health Insurance license required within 120 days of start.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service.
• Support high-net-worth client relationships and growth through referrals.
• Coordinate implementation of financial plans and asset consolidation.
• Build and sustain advisor relationships.

Skills

Client needs discovery

Relationship building

Strategic thinking

Communication

Education

Bachelor’s degree

Tools

FINRA Licenses

Insurance License

Job description

TIAA in Houston, TX seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and drive growth through referrals and tailored financial solutions. You will lead client service for high-net-worth clients, support the implementation of financial plans and asset consolidation, and build lasting advisor relationships.

Required: university degree, 2+ years experience (3+ preferred); FINRA Series 7/63/65/66; Life and Health Insurance license;