Wealth Client Relationship Lead

TIAA; City of Albany (NY); On-site; USD 71,000 - 81,000; Full time

Job summary

Teachers Insurance and Annuity Association of America seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen relationships, and grow client referrals. You will coordinate financial plans, oversee asset consolidation, and ensure timely licensing within 120 days.

Ideal candidates have 2+ years in financial services, Series licenses milestones, and a client-centric mindset to deliver comprehensive financial solutions.

Qualifications

• University degree preferred in finance, business, or related field.
• Strong knowledge of wealth management products and services.
• Experience partnering with advisors to grow client relationships.

Responsibilities

• Partner with Wealth Management Advisors to deepen high-net-worth client relationships.
• Lead advisory teams to implement financial plans and coordinate asset consolidation.
• Communicate clearly; manage time and resources to deliver value.
• Build enduring client relationships and support TIAA planning solutions.
• Obtain all licenses/registrations within 120 days from start date.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement

Due Diligence

Practice Management

Prioritization

Quantitative Analysis

Wealth Management

TIAA Products/Services Acumen

Sales

Education

University (Degree) Preferred

Job description

Teachers Insurance and Annuity Association of America seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen relationships, and grow client referrals. You will coordinate financial plans, oversee asset consolidation, and ensure timely licensing within 120 days.

Ideal candidates have 2+ years in financial services, Series licenses milestones, and a client-centric mindset to deliver comprehensive financial solutions.