Wealth Management Client Relationship Lead

TIAA; Pittsburgh (Allegheny County); On-site; USD 48,000 - 51,000; Full time

Job summary

TIAA is hiring a Wealth Management Client Relationship Manager to partner with Wealth Management Advisors and deepen client relationships in a high-net-worth environment. You will drive referrals, support financial planning, and help grow the practice while coordinating with advisors to deliver tailored solutions.

The role requires 2+ years in financial services, Series 7 and 66 (or 63/65) within 120 days, and a Life and Health Insurance license within 120 days.

Qualifications

• 2+ years financial services experience.
• Series 7 and 66 (or 63/65) passed within 120 days of start date.
• Life and Health Insurance License (resident state) within 120 days.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service for high-net-worth clients.
• Lead advisory teams under supervision to implement financial plans and consolidate assets.
• Communicate clearly and build strong relationships with clients.
• Manage time and resources to bring ongoing value and excellence to clients.
• Obtain all required licenses within 120 days from start date.

Skills

Curiosity

Client storytelling

Feedback culture

Relationship building

Entrepreneurial mindset

Investment solution knowledge

Education

University degree preferred

Job description

TIAA is hiring a Wealth Management Client Relationship Manager to partner with Wealth Management Advisors and deepen client relationships in a high-net-worth environment. You will drive referrals, support financial planning, and help grow the practice while coordinating with advisors to deliver tailored solutions.

The role requires 2+ years in financial services, Series 7 and 66 (or 63/65) within 120 days, and a Life and Health Insurance license within 120 days.