Wealth Client Relationships Leader

TIAA; Frisco (TX); On-site; USD 71,000 - 81,000; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and service high-net-worth clients. You will lead advisory teams, implement financial plans, and coordinate asset consolidations to deepen client relationships.

The role emphasizes strong communication, relationship-building, and an entrepreneurial mindset to drive growth while delivering thoughtful financial planning and solutions.

Qualifications

• University degree preferred.
• 2+ years of experience; 3+ years preferred.
• SRC Indicator: Series 7, 63, 65, 66 required.
• Life and Health Insurance License required within 120 days of start.
• Strong knowledge of investment solutions and financial planning.

Responsibilities

• Partner with Wealth Management Advisors to service high-net-worth clients.
• Lead advisory teams to implement financial plans and coordinate asset consolidation.
• Communicate clearly and build lasting client relationships.
• Obtain all licenses within 120 days from start date.

Skills

Client relationship mgmt

Relationship building

Communication

Team coordination

Financial planning

Problem solving

Entrepreneurial mindset

Time management

Education

University degree preferred

Tools

FINRA Series 7/63/65/66

Life and Health Insurance License

Job description

TIAA is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and service high-net-worth clients. You will lead advisory teams, implement financial plans, and coordinate asset consolidations to deepen client relationships.

The role emphasizes strong communication, relationship-building, and an entrepreneurial mindset to drive growth while delivering thoughtful financial planning and solutions.