Wealth Client Relationship Partner – Growth & Advisory

TIAA; New York (NY); On-site; USD 71,300 - 80,500; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager in New York to enhance client relationships and support Wealth Management Advisors. The ideal candidate will manage a book of clients, implement financial plans, and build long-lasting relationships.

The position requires a university degree and at least 2 years of relevant experience, with knowledge of TIAA products preferred. Competitive compensation ranging from $71,300 to $80,500 annually, based on experience.

Qualifications

• 2+ years required experience in a client-facing role.
• Knowledge of TIAA products/services and wealth management.
• Ability to build long-lasting client relationships.

Responsibilities

• Partner with Wealth Management Advisors to support high-net worth clients.
• Manage a book of assigned clients and implement financial plans.
• Build meaningful relationships to enhance client service.

Skills

Business Development

Client Relationship Management

Consultative Communication

Quantitative Analysis

Retirement Planning Selling

Education

University degree preferred

Tools

Series 7

Series 63

Series 65

Series 66

Job description

TIAA is seeking a Wealth Client Relationship Manager in New York to enhance client relationships and support Wealth Management Advisors. The ideal candidate will manage a book of clients, implement financial plans, and build long-lasting relationships.

The position requires a university degree and at least 2 years of relevant experience, with knowledge of TIAA products preferred. Competitive compensation ranging from $71,300 to $80,500 annually, based on experience.