Wealth Client Growth & Relationship Manager

TIAA; Charlotte (NC); On-site; USD 63,000 - 88,000; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager to collaborate with Wealth Management Advisors, deepen client relationships, and drive financial solutions for high-net-worth clients in a dynamic team setting.

The role emphasizes partner-driven client service, timely plan implementation, and a proactive approach to licensing and professional development, with a focus on sustained growth and client outcomes.

Qualifications

• Experience servicing high-net-worth clients and managing advisory relationships.
• Strong interpersonal and communication skills.
• Ability to learn and apply investment solutions and planning concepts.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service for high-net-worth clients.
• Coordinate implementation of financial plan recommendations.
• Communicate clearly and succinctly to build relationships.
• Manage time and resources to add value for clients.
• Ensure all licenses/registrations are obtained within 120 days of start.

Skills

Curiosity

Feedback culture

Collaboration

Entrepreneurial mindset

Financial knowledge

Work ethic

Education

University degree preferred

Job description

TIAA is seeking a Wealth Client Relationship Manager to collaborate with Wealth Management Advisors, deepen client relationships, and drive financial solutions for high-net-worth clients in a dynamic team setting.

The role emphasizes partner-driven client service, timely plan implementation, and a proactive approach to licensing and professional development, with a focus on sustained growth and client outcomes.