Wealth Management Client Advocate

TIAA; Ann Arbor (MI); On-site; 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 the U.S. to partner with Wealth Management Advisors and deepen client relationships for high-net-worth clients.

You will coordinate financial plans, asset consolidation, and ongoing advisory support. The role requires 2+ years in financial services, Series 7/66 and life and health licenses within 120 days, and a strong focus on client-centric advisory outcomes.

Qualifications

• 2+ years of financial services experience.
• Series 7, 66 (63 and 65) licenses completed within 120 days of start date.
• Life and Health Insurance License required within 120 days of start date.

Responsibilities

• The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
• All licenses and registrations must be obtained within 120 days from start date.

Skills

Relationship building

Consultative communication

Business development

Collaboration

Quantitative analysis

Retirement planning selling

Education

University degree or higher

Job description

Teachers Insurance and Annuity Association of America (TIAA) is seeking a Wealth Client Relationship Manager in the U.S. to partner with Wealth Management Advisors and deepen client relationships for high-net-worth clients.

You will coordinate financial plans, asset consolidation, and ongoing advisory support. The role requires 2+ years in financial services, Series 7/66 and life and health licenses within 120 days, and a strong focus on client-centric advisory outcomes.