Wealth Management: Client Relationship Lead

TIAA; Latham (NY); On-site; USD 71,000 - 81,000; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager in the New York area to partner with Wealth Management Advisors and deepen client relationships. You will help grow client practice through referrals and coordinate financial planning solutions for high-net-worth individuals.

The role requires 2+ years of financial services experience and licenses (Series 7/66 and life/health) obtained within 120 days. A university degree is preferred, with a focus on wealth management knowledge.

Qualifications

• Two or more years of financial services experience.
• Series 7, 66 (63 & 65), and life/health licenses completed within 120 days of start date.
• University degree preferred.

Responsibilities

• Partners with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Communicates clearly and succinctly to build relationships.
• Manages time and resources to bring value and excellence to clients.
• Builds long-lasting relationships and supports advisors in implementing advice and planning solutions.
• Obtain all licenses and registrations within 120 days from start date.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Practice Management

Prioritizes Effectively

Quantitative Analysis

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Management

Education

University (Degree) Preferred

Job description

TIAA is seeking a Wealth Client Relationship Manager in the New York area to partner with Wealth Management Advisors and deepen client relationships. You will help grow client practice through referrals and coordinate financial planning solutions for high-net-worth individuals.

The role requires 2+ years of financial services experience and licenses (Series 7/66 and life/health) obtained within 120 days. A university degree is preferred, with a focus on wealth management knowledge.