Wealth Management Client Relations Lead

Teachers Insurance and Annuity Association of America; Ann Arbor (MI); On-site; USD 71,000 - 81,000; Full time

Job summary

Teachers Insurance and Annuity Association of America is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deepen client relationships across a high-net-worth book. You will coordinate financial plans, oversee advisory teams, and ensure licensing requirements are completed within 120 days of start date.

This role emphasizes client service, collaboration, and accountability, with opportunities to grow within a market-leading retirement and

Qualifications

• 2+ years of financial services experience.
• Licenses: Series 7, 66 (63 and 65), and life and health insurance licenses completed 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.
• Communicates clearly and succinctly with clients and advisors.
• Manages time and resources to bring value to clients.
• Builds meaningful, 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

Deeply curious

Feedback

Collaborative

Entrepreneurial mindset

Investment knowledge

Accountability

Education

University degree preferred

Job description

Teachers Insurance and Annuity Association of America is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deepen client relationships across a high-net-worth book. You will coordinate financial plans, oversee advisory teams, and ensure licensing requirements are completed within 120 days of start date.

This role emphasizes client service, collaboration, and accountability, with opportunities to grow within a market-leading retirement and