Wealth Management Client Relationship Lead

Nuveen; Charlotte (NC); Híbrido; USD 71.000 - 81.000; Jornada completa

Descripción de la vacante

TIAA is seeking a Wealth Management Client Relationship Manager to partner with Wealth Management Advisors in delivering premier client service for high-net-worth clients. You will lead advisory teams, support financial plan implementations, and coordinate asset consolidation to help clients reach their goals.

Ideal candidates have 2+ years in financial services, relevant licenses soon after start, and strong relationship-building and advisory collaboration skills within a growth-oriented

Formación

• 2+ years of financial services experience.
• Series 7, Series 66 (or 63 and 65) completed or in progress, and Life and Health Insurance licenses completed within 120 days of start date.

Responsabilidades

• Partner 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 meaningful, long-lasting client relationships.
• Ensure licenses and registrations are obtained within 120 days of start date.

Conocimientos

Financial services experience

Business development

Client relationship management

Collaboration

Consultative communication

Continuous improvement mindset

Due diligence

Practice management

Priority management

Quantitative analysis

Retirement planning selling

Sales

Wealth management acumen

Educación

University degree preferred

Descripción del empleo

TIAA is seeking a Wealth Management Client Relationship Manager to partner with Wealth Management Advisors in delivering premier client service for high-net-worth clients. You will lead advisory teams, support financial plan implementations, and coordinate asset consolidation to help clients reach their goals.

Ideal candidates have 2+ years in financial services, relevant licenses soon after start, and strong relationship-building and advisory collaboration skills within a growth-oriented