Wealth Growth & Client Relationship Lead

TIAA; Fairfax (VA); On-site; USD 48,000 - 52,000; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deepen client relationships. The role focuses on delivering financial solutions, coordinating asset consolidation, and supporting advisors to implement recommendations for high-net-worth clients.

The ideal candidate has experience in client relations, financial planning, and a proactive, entrepreneurial mindset. Licensing requirements must be obtained within 120 days from start date.

Qualifications

• University degree preferred.
• 2+ years work experience; 3+ preferred.
• Licenses: Life and Health Insurance (Resident State) required within 120 days

Responsibilities

• Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Coordinate implementation of financial plan recommendations and asset consolidations.
• Communicate clearly using interpersonal skills and relationship-building.
• Manage time and resources to deliver value and excellence to clients.

Skills

Client relations

Financial advising

Business development

Communication

Education

Bachelor's degree

Job description

TIAA is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deepen client relationships. The role focuses on delivering financial solutions, coordinating asset consolidation, and supporting advisors to implement recommendations for high-net-worth clients.

The ideal candidate has experience in client relations, financial planning, and a proactive, entrepreneurial mindset. Licensing requirements must be obtained within 120 days from start date.