Wealth Client Relationship Manager — Hybrid Growth

Teachers Insurance and Annuity Association of America; Dallas (TX); Hybrid; USD 71,000 - 81,000; Full time

Job summary

Teachers Insurance and Annuity Association of America (TIAA) is seeking a Wealth Client Relationship Manager in Dallas, TX. The role collaborates with Wealth Management Advisors to deepen client relationships and grow advisors' practice through referrals to deliver financial solutions.

The position requires a strong client-focused mindset, ownership of client outcomes, and the ability to obtain licenses within 120 days. It offers a hybrid work arrangement in Dallas and competitive compensation.

Qualifications

• University degree preferred.
• 2+ years of experience required; 3+ years preferred.
• Licenses & registrations: Life and Health Insurance License (Resident State) – multiple issuers within 120 days.
• FINRA registrations: Series 7, 63, 65, 66.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Lead advisory teams to help clients achieve financial goals, including implementing financial plan recommendations and coordinating asset consolidation.
• Communicate clearly and succinctly, using strong relationship-building skills.
• Manage time and resources efficiently to deliver value and excellence to clients.
• Build meaningful, long-lasting client relationships while supporting advisors to implement advice and planning solutions.
• Obtain all licenses and registrations within 120 days from start date.

Skills

Client relationship management

Business development

Collaboration

Consultative communication

Continuous improvement mindset

Due diligence

Practice management strategy

Prioritizes effectively

Quantitative analysis

Retirement planning selling

Sales

TIAA products/services acumen

Wealth management

Education

University (Degree) Preferred

Job description

Teachers Insurance and Annuity Association of America (TIAA) is seeking a Wealth Client Relationship Manager in Dallas, TX. The role collaborates with Wealth Management Advisors to deepen client relationships and grow advisors' practice through referrals to deliver financial solutions.

The position requires a strong client-focused mindset, ownership of client outcomes, and the ability to obtain licenses within 120 days. It offers a hybrid work arrangement in Dallas and competitive compensation.