Wealth Client Relationship Partner

Nuveen

Charlotte (NC)

On-site

USD 63,000 - 88,000

Full time

14 days+

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Job summary

TIAA, in collaboration with Nuveen, seeks a Wealth Management Client Relationship Manager to partner with Wealth Management Advisors and deepen client relationships in Charlotte, NC. You will support high-net-worth clients, coordinate financial plans, and help advisors implement tailored solutions.

The role emphasizes relationship building, proactive planning, and compliance with FINRA licenses; base salary ranges from $62,500 to $87,500 plus incentives, with progression based on performance and

Qualifications

University degree required.
2+ years of experience; 3+ preferred.
FINRA registrations: Series 7, 63, 65, 66; Life/Health License required within 120 days.

Responsibilities

Deliver client service for high-net-worth clients alongside Wealth Management Advisors.
Lead advisory teams under moderate supervision to help clients achieve goals.
Coordinate asset consolidation and implementation of financial plan recommendations.
Communicate clearly and build strong relationships with clients and advisors.
Efficiently manage time and resources to deliver value and excellence.
Ensure required licenses/registrations are obtained within 120 days from start.