Wealth Management Client Relationship Lead

allFinJobs; Charlotte (NC); Hybrid; USD 63,000 - 88,000; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager in Charlotte to partner with Wealth Management Advisors and deepen client relationships. The role focuses on delivering financial solutions, coordinating advisory efforts, and supporting high-net-worth clients to achieve their goals.

Under moderate supervision, you will lead advisory teams, manage a book of clients, and ensure timely implementation of financial plan recommendations, including asset consolidation and effective client

Qualifications

• University degree preferred.
• 2+ years work experience; 3+ years preferred.
• FINRA registrations: Series 7, 63, 65, 66.
• Life and Health Insurance License required within 120 days.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service for high-net-worth clients.
• Operationally lead Wealth Management advisory teams to help clients achieve financial goals.
• Manage a book of assigned clients and coordinate asset consolidation.
• Communicate clearly and succinctly to build relationships and deliver solutions.

Skills

Client Relationship

Business Development

Collaboration

Communication

Quantitative Analysis

Education

University Degree Preferred

Job description

TIAA is seeking a Wealth Client Relationship Manager in Charlotte to partner with Wealth Management Advisors and deepen client relationships. The role focuses on delivering financial solutions, coordinating advisory efforts, and supporting high-net-worth clients to achieve their goals.

Under moderate supervision, you will lead advisory teams, manage a book of clients, and ensure timely implementation of financial plan recommendations, including asset consolidation and effective client