Wealth Management Client Relationship Lead

Socket.dev; Charlotte Hall (MD); On-site; USD 71,000 - 81,000; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deepen relationships with high-net-worth clients. You will coordinate plan implementation, asset consolidation, and ongoing client service while maintaining an entrepreneurial mindset and a commitment to integrity.

The role emphasizes relationship building, effective communication, and collaboration across advisory teams to deliver comprehensive financial solutions and growth opportunities.

Qualifications

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

Responsibilities

• Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Coordinate implementation of financial plan recommendations and asset consolidation.
• Communicate clearly and succinctly to build relationships and drive value for clients.
• Support advisors in delivering TIAA advice and planning solutions.

Skills

Client needs discovery

Relationship building

Feedback culture

Entrepreneurial mindset

Investment products knowledge

Financial planning understanding

Accountability

Education

University degree preferred

Job description

TIAA is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deepen relationships with high-net-worth clients. You will coordinate plan implementation, asset consolidation, and ongoing client service while maintaining an entrepreneurial mindset and a commitment to integrity.

The role emphasizes relationship building, effective communication, and collaboration across advisory teams to deliver comprehensive financial solutions and growth opportunities.