Wealth Management Client Relations Lead

TIAA; Ann Arbor (MI); On-site; USD 71,000 - 81,000; Full time

Job summary

TIAA's Wealth Management team seeks a Wealth Client Relationship Manager who partners with Wealth Management Advisors to deepen client relationships and grow advisory practice through referrals, delivering financial solutions that align with clients' dreams.

You will manage a book of high-net-worth clients, coordinate financial plan implementation, and ensure timely licensing within 120 days. Strong communication, collaboration, and a proactive, results-driven mindset are essential.

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.

Responsibilities

• Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
• 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

Curiosity

Feedback

Collaboration

Entrepreneurial mindset

Investment knowledge

Work ethic

Education

University degree

Job description

TIAA's Wealth Management team seeks a Wealth Client Relationship Manager who partners with Wealth Management Advisors to deepen client relationships and grow advisory practice through referrals, delivering financial solutions that align with clients' dreams.

You will manage a book of high-net-worth clients, coordinate financial plan implementation, and ensure timely licensing within 120 days. Strong communication, collaboration, and a proactive, results-driven mindset are essential.