Wealth Management Relationship Lead

TIAA; Seattle (WA); On-site; USD 71,000 - 81,000; Full time

Job summary

TIAA is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deepen client relationships while supporting growth through referrals and financial planning solutions. The role focuses on serving high-net-worth clients, coordinating financial plan implementations, and ensuring timely license completion within 120 days of hire.

Ideal candidates bring 2+ years in financial services, strong communication skills, and a collaborative mindset to drive performance in

Qualifications

• 2+ years of financial services experience.
• Series 7, 63/65 or 66; Life and Health Insurance licenses completed within 120 days of start date.

Responsibilities

• Partners with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Communicates clearly and succinctly to build relationships.
• Manages time and resources to add value for clients.
• Builds relationships and supports advisors to implement TIAA planning solutions.
• All licenses/registrations must be obtained within 120 days from start date.

Skills

Client relationship management

Financial services

Interpersonal communication

Business development

Education

Bachelor’s degree preferred

Job description

TIAA is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deepen client relationships while supporting growth through referrals and financial planning solutions. The role focuses on serving high-net-worth clients, coordinating financial plan implementations, and ensuring timely license completion within 120 days of hire.

Ideal candidates bring 2+ years in financial services, strong communication skills, and a collaborative mindset to drive performance in