Wealth Management Relationship Lead

Nuveen; North Carolina; Hybrid; USD 71,000 - 81,000; Full time

Benefits offered by this job

Total rewards package

Competitive benefits

Job summary

TIAA and Nuveen seek a Wealth Client Relationship Manager to partner with Wealth Management Advisors in delivering exceptional client service for high-net-worth clients. You will help implement financial plans and coordinate asset consolidation.

This role requires licenses (Series 7/63/65/66 and Life/Health Insurance), a university degree, and 2+ years of experience. You will build meaningful relationships and contribute to practice growth.

Qualifications

• University degree required; Series 7, 63, 65, 66 licenses within 120 days.
• Life and Health Insurance license required; multiple issuers.
• 2+ years of related work experience; 3+ years preferred.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service for high-net-worth clients.
• Support the implementation of financial plan recommendations and asset consolidation.
• Build and sustain lasting client relationships and coordinate advisor activities.
• Communicate clearly with clients and internal teams; manage time/resources efficiently.

Skills

Client relationship management

Financial planning

Wealth management

Collaboration

Consultative communication

Business development

Education

University degree

Job description

TIAA and Nuveen seek a Wealth Client Relationship Manager to partner with Wealth Management Advisors in delivering exceptional client service for high-net-worth clients. You will help implement financial plans and coordinate asset consolidation.

This role requires licenses (Series 7/63/65/66 and Life/Health Insurance), a university degree, and 2+ years of experience. You will build meaningful relationships and contribute to practice growth.