Wealth Management Client Relationship Manager

TIAA; Fargo (ND); On-site; USD 62,500 - 87,500; Full time

Job summary

TIAA is looking for a Wealth Client Relationship Manager in Fargo, ND. This role partners with Wealth Management Advisors to enhance client relationships and helps high-net worth clients achieve financial goals. The ideal candidate has experience in financial services and strong communication skills.

Responsibilities include managing client accounts and ensuring implementation of financial solutions. A university degree and relevant FINRA registrations are required.

The position offers a competitive salary range of $62,500 to $87,500 per year.

Qualifications

• 2+ years of experience building and maintaining client relationships.
• Understanding of investment products, financial planning concepts, and wealth management solutions.
• FINRA registrations Series 7, Series 66 or Series 63 and Series 65 required.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service.
• Manage a book of assigned clients to help achieve financial goals.
• Support the implementation of financial plan recommendations.

Skills

Client relationship building

Financial planning concepts

Understanding of investment products

Education

University Degree

Job description

Wealth Client Relationship Manager

Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.

Key Responsibilities And Duties

• The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Builds 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

Required Skills

• 2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
• Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65
• Life & Health Insurance License within 120 days of start date.
• Understanding of investment products, financial planning concepts, and wealth management solutions.
• Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.

Preferred Skills

• 3+ years of experience in wealth management, financial advisory support, or client service roles within the financial services industry

Base Pay Range: $62,500/yr - $87,500/yr

Anticipated Posting End Date: 2026-06-30

Equal Opportunity Employer

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, and you can read more about your rights and view government notices here.