Wealth Management Client Relationship Lead

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

Job summary

Nuveen is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors in delivering client service and supporting high-net-worth clients. The role involves leading advisory teams, coordinating asset consolidation, and implementing financial plan recommendations while building lasting relationships.

You will support advisors in delivering TIAA advice and planning solutions, with licenses needed within 120 days.

Qualifications

• Requires University degree.
• Strong FINRA licensure prerequisites within 120 days of start.
• Life and Health Insurance License (Resident State) required within 120 days.

Responsibilities

• 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, lasting relationships; manage time and resources efficiently.

Skills

Client relationship

Collaboration

Consultative communication

Sales

Wealth management

Education

University (Degree)

Job description

Nuveen is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors in delivering client service and supporting high-net-worth clients. The role involves leading advisory teams, coordinating asset consolidation, and implementing financial plan recommendations while building lasting relationships.

You will support advisors in delivering TIAA advice and planning solutions, with licenses needed within 120 days.