Wealth Management Client Relations Lead

TIAA; Bethesda (MD); On-site; USD 48,000 - 52,000; Full time

Job summary

TIAA seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and drive growth through referrals and tailored financial solutions.

The role requires 2+ years experience (3+ preferred), series licenses (Series 7/63/65/66) and Life/Health license within 120 days, plus strong communication and relationship-building skills to support sophisticated clients.

Qualifications

• University degree preferred.
• 2+ years in client relationships or financial services.
• Licenses: Series 7/63/65/66 and Life/Health license within 120 days.

Responsibilities

• Leads Wealth Management advisory teams to help high-net-worth clients achieve goals.
• Communicates clearly and succinctly with clients and advisors.
• Manages time and resources to deliver value and excellence.
• Builds long-lasting relationships and supports advisors’ recommendations.
• All licenses must be obtained within 120 days from start date.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Financial Planning Knowledge

Quantitative Analysis

Education

University (Degree) Preferred

Job description

TIAA seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and drive growth through referrals and tailored financial solutions.

The role requires 2+ years experience (3+ preferred), series licenses (Series 7/63/65/66) and Life/Health license within 120 days, plus strong communication and relationship-building skills to support sophisticated clients.