Wealth Client Relationship Manager

TIAA; Frisco (TX); On-site; USD 62,500 - 87,500; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager in Frisco, Texas, to enhance client relationships and support Wealth Management Advisors. The role involves managing responsibilities for a portfolio of high-net worth clients, implementing financial plans, and facilitating asset consolidation.

Candidates should possess a University degree and a minimum of 2 years' experience in a related role, demonstrating strong interpersonal and communication skills. The position offers competitive pay between $62,500 and $87,500 annually, depending on experience.

Qualifications

• Minimum 2 years of experience in a client-facing role.
• Knowledge of financial planning and investment solutions.
• Strong communication and relationship management skills.

Responsibilities

• Partner with Wealth Management Advisors to serve high-net worth clients.
• Manage client relationships and support financial planning implementation.
• Build long-lasting relationships with clients and advisors.

Skills

Client needs assessment

Constructive feedback

Relationship building

Solution finding

Financial planning knowledge

Work ethic and accountability

Education

University Degree

Job description

Wealth Client Relationship Manager

Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

Skills

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well as your understanding of the importance of financial planning.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.

Key Responsibilities and Duties

• The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
• All licenses and registrations must be obtained within 120 days from start date.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• Series 7; Series 63; Series 65; Series 66

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

• Sedentary Work

Career Level

6IC

Posting Information

Anticipated Posting End Date: 2026-06-30

Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. Compensation may include an incentive program linked to performance.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.