Wealth Management Client Relations Lead

TIAA; Dallas (TX); On-site; USD 71,000 - 81,000; Full time

Benefits offered by this job

Incentive programs

Total Rewards package

Job summary

TIAA Wealth Management seeks a Wealth Client Relationship Manager to partner with Advisors and deepen client relationships. You will help grow the practice by supporting referrals, coordinating financial plans, and delivering investment solutions to clients.

This role emphasizes relationship building, client service, and knowledge of retirement planning. A strong work ethic and accountability are valued as you collaborate with advisors to achieve client goals.

Qualifications

• Bachelor’s degree or higher preferred
• Experience with high-net-worth client servicing and financial planning
• FINRA registrations (Series 7/63/65/66) or equivalents is required/preferred

Responsibilities

• Partner with Wealth Management Advisors to deliver client service for high-net-worth clients.
• Coordinate and support implementation of financial plans and asset consolidation.
• Build meaningful client relationships and support advisors in delivering TIAA guidance.
• Obtain required licenses and registrations within 120 days from start date.

Skills

Client relationship management

Business development

Collaboration

Consultative communication

Continuous improvement mindset

Due diligence

Retirement planning

Sales

Wealth management

Education

University degree preferred

Job description

TIAA Wealth Management seeks a Wealth Client Relationship Manager to partner with Advisors and deepen client relationships. You will help grow the practice by supporting referrals, coordinating financial plans, and delivering investment solutions to clients.

This role emphasizes relationship building, client service, and knowledge of retirement planning. A strong work ethic and accountability are valued as you collaborate with advisors to achieve client goals.