Wealth Management Relationship Architect (Hybrid)

Teachers Insurance and Annuity Association of America; Latham (NY); Hybrid; USD 71,000 - 81,000; Full time

Job summary

Teachers Insurance and Annuity Association of America (TIAA) seeks a Wealth Client Relationship Manager to collaborate with Wealth Management Advisors, deepen client relationships, and support high-net-worth clients in achieving financial goals. The role emphasizes relationship building, investment knowledge, and timely licensing within 120 days.

The position requires 2+ years in financial services, 6 IC career level, and completion of Series 7/63/65/66 and life & health licenses within 120 days

Qualifications

• 2+ years of financial services experience.
• Series 7, 66 (63 & 65), and life & health licenses completed within 120 days of start.
• Strong knowledge of investment solutions and financial planning.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service for high-net-worth clients.
• Lead advisory teams to help clients achieve financial goals and coordinate asset consolidation.
• Communicate clearly and build client relationships.
• Manage time and resources to deliver value and excellence.
• Ensure all licenses/registrations are obtained within 120 days of start date.

Skills

Needs discovery

Relationship building

Feedback culture

Entrepreneurial mindset

Investment planning

Education

University degree preferred

Tools

Licenses: Series 7

Licenses: Series 63

Licenses: Series 65

Licenses: Series 66

Life & Health Insurance License

Job description

Teachers Insurance and Annuity Association of America (TIAA) seeks a Wealth Client Relationship Manager to collaborate with Wealth Management Advisors, deepen client relationships, and support high-net-worth clients in achieving financial goals. The role emphasizes relationship building, investment knowledge, and timely licensing within 120 days.

The position requires 2+ years in financial services, 6 IC career level, and completion of Series 7/63/65/66 and life & health licenses within 120 days