Wealth Management Client Relationship Manager

TIAA; New York (NY); On-site; USD 71,300 - 80,500; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager in New York to enhance client relationships and support Wealth Management Advisors. The ideal candidate will manage a book of clients, implement financial plans, and build long-lasting relationships.

The position requires a university degree and at least 2 years of relevant experience, with knowledge of TIAA products preferred. Competitive compensation ranging from $71,300 to $80,500 annually, based on experience.

Qualifications

• 2+ years required experience in a client-facing role.
• Knowledge of TIAA products/services and wealth management.
• Ability to build long-lasting client relationships.

Responsibilities

• Partner with Wealth Management Advisors to support high-net worth clients.
• Manage a book of assigned clients and implement financial plans.
• Build meaningful relationships to enhance client service.

Skills

Business Development

Client Relationship Management

Consultative Communication

Quantitative Analysis

Retirement Planning Selling

Education

University degree preferred

Tools

Series 7

Series 63

Series 65

Series 66

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 their practice through referrals, delivering financial solutions that ignite the dreams of the people we serve.

Core Qualities

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Motivated by finding solutions, maintaining an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in knowledge of the investment solutions advised and understanding the importance of financial planning.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies learning to drive performance while maintaining an unwavering work ethic.

Key Responsibilities and Duties

• The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
• Operates under moderate supervision, leading advisory teams to help high-net worth clients achieve financial goals.
• Manages responsibilities for a book of assigned clients, supports implementation of financial plan recommendations, and coordinates asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal and relationship‑building skills.
• Manages time and resources efficiently to bring compounding value and excellence to clients.
• Builds meaningful, long‑lasting relationships while supporting advisors to implement TIAA advice and planning solutions.
• All required licenses and registrations must be obtained within 120 days from the start date.

Educational Requirements

University degree preferred.

Work Experience

2+ years required; 3+ years preferred.

FINRA Registrations

• 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

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: $71,300/yr – $80,500/yr. Actual base salary may vary based on relevant experience, time in role, internal peer base salary, prior performance, business sector, and geographic location. Additional incentive program participation may apply.

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. The full EEO & Non-Discrimination statement is available on our careers home page.