Wealth Management Client Relationship Manager

Teachers Insurance and Annuity Association of America; Dallas (TX); On-site; USD 62,500 - 87,500; Full time

Job summary

A major financial services company located in Dallas, Texas is seeking a Wealth Client Relationship Manager. This role involves partnering with Wealth Management Advisors to provide exceptional service to high-net worth clients. Candidates should have at least 2 years of relevant experience and possess a deep understanding of investment solutions. The company offers a competitive salary ranging from $62,500 to $87,500 per year, with opportunities for incentive programs based on performance.

Qualifications

• 2+ years of experience required, 3+ years preferred.
• All licenses must be obtained within 120 days from start date.
• Life and Health Insurance License required within 120 days.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service.
• Lead advisory teams to help high-net worth clients achieve financial goals.
• Manage a book of assigned clients and support financial plan recommendations.
• Build relationships and support advisors in implementing TIAA solutions.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Practice Management Strategy

Quantitative Analysis

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Management

Education

University Degree

Job description

Wealth Client Relationship Manager

Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow practice through referrals that ignite the dreams of the people we serve.

Key Qualities

• Deep curiosity and ability to uncover client needs.
• Constructive feedback gives and receives.
• Unleash value by uniting skills to achieve a common purpose.
• Entrepreneurial mindset in pursuit of growth.
• Knowledge of investment solutions and importance of financial planning.
• Empowerment, accountability, learning from mistakes, unwavering work ethic.

Key Responsibilities and Duties

• Partner with Wealth Management Advisors to deliver client service and support high-net worth clients under moderate supervision.
• Operationally lead advisory teams to help high-net worth clients achieve financial goals.
• Manage a book of assigned clients, support implementation of financial plan recommendations, and coordinate asset consolidation.
• Communicate clearly and succinctly; utilize interpersonal and relationship building skills.
• Manage time and resources efficiently to bring compounding value and excellence to clients.
• Build meaningful and long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions.
• All licenses and registrations must be obtained within 120 days from start date.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

6IC

Related Skills

• Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

Compensation

Base Pay Range: $62,500/yr - $87,500/yr. Actual base salary may vary based on experience, time in role, internal peer base salary, prior performance, business sector, and geographic location. Incentive programs linked to performance may be included.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/), and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters).