Wealth Client Relationship Manager: High-Net-Worth Growth

TIAA; Chicago (IL); On-site; USD 71,000 - 81,000; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager in Chicago to partner with Wealth Management Advisors, supporting high-net-worth clients and coordinating financial plan implementations. You will manage a client book, build strong relationships, and ensure timely licensing within 120 days of start.

Strong communication and a client-obsessed mindset are essential. Ideal candidates will have 2+ years in wealth management, familiarity with investment solutions, and a focus on financial planning

Qualifications

• University degree preferred.
• Experience in wealth management or financial services is beneficial.
• Strong client relationship and communication skills.
• Licenses must be obtained within 120 days from start date.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service for high-net-worth clients.
• Coordinate and support the implementation of financial plan recommendations.
• Manage a book of clients and assist with asset consolidation for clients.
• Communicate clearly to build relationships and drive value for clients.

Skills

Curiosity

Feedback

Collaboration

Entrepreneurial mindset

Investment knowledge

Financial planning

Education

University degree preferred

Life and Health Insurance License

Tools

FINRA Series 7/63/65/66

Job description

TIAA is seeking a Wealth Client Relationship Manager in Chicago to partner with Wealth Management Advisors, supporting high-net-worth clients and coordinating financial plan implementations. You will manage a client book, build strong relationships, and ensure timely licensing within 120 days of start.

Strong communication and a client-obsessed mindset are essential. Ideal candidates will have 2+ years in wealth management, familiarity with investment solutions, and a focus on financial planning