Wealth Management Client Relations Lead

TIAA; Hackensack (NJ); On-site; USD 71,000 - 81,000; Full time

Job summary

Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deepen client relationships and support high-net-worth clients by implementing financial plans and coordinating asset consolidation. You will help advisors deliver actionable solutions and drive growth.

Qualified candidates typically have 2+ years in financial services, relevant securities licenses within 120 days, and a university degree preferred.

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

• Partners with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Lead advisory teams to help clients achieve financial goals and coordinate asset consolidation.
• Communicate clearly and build relationships with clients and colleagues.
• Ensure all licenses/registrations are obtained within 120 days from start date.

Skills

Client Relationship Management

Financial Services Experience

High-net-worth Client Servicing

Education

University degree preferred

Job description

Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deepen client relationships and support high-net-worth clients by implementing financial plans and coordinating asset consolidation. You will help advisors deliver actionable solutions and drive growth.

Qualified candidates typically have 2+ years in financial services, relevant securities licenses within 120 days, and a university degree preferred.