Wealth Management Client Relations Architect

TIAA; City of White Plains (NY); On-site; USD 71,000 - 81,000; Full time

Job summary

TIAA Wealth Management in White Plains, NY seeks a Wealth Client Relationship Manager to partner with Advisors, deepen client relationships, and coordinate financial planning solutions for high-net-worth clients. You will drive service excellence, support advisory teams, and work toward timely licensure milestones.

The role emphasizes strong communication, collaboration, and a proactive, entrepreneurial approach to growth within a structured financial services environment.

Qualifications

• 2+ years of financial services experience.
• Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
• 3+ years of financial services experience preferred.

Responsibilities

• The Wealth Client Relationship Manager partners with Wealth Management Advisors to deliver client service and support high-net worth clients.
• Communicates clearly and succinctly, using relationship-building skills.
• Manages time and resources to bring compounding value to clients.
• Builds meaningful, long-lasting relationships while supporting advisors to implement advice and planning solutions.
• All licenses and registrations must be obtained within 120 days from start date.

Skills

Client Relationship Management

Business Development

Collaboration

Consultative Communication

Sales

Wealth Management

Education

University degree preferred

Job description

TIAA Wealth Management in White Plains, NY seeks a Wealth Client Relationship Manager to partner with Advisors, deepen client relationships, and coordinate financial planning solutions for high-net-worth clients. You will drive service excellence, support advisory teams, and work toward timely licensure milestones.

The role emphasizes strong communication, collaboration, and a proactive, entrepreneurial approach to growth within a structured financial services environment.