Wealth Management Relationship Lead for HNW Clients

TIAA; Roseland (NJ); Sur place; USD 71 000 - 81 000; Plein temps

Résumé du poste

TIAA in the United States seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and grow the practice through referrals, delivering financial solutions that ignite client dreams.

You will manage a book of high-net-worth clients, support plan implementations, coordinate asset consolidation, and build lasting relationships while ensuring timely licensing (Series 7/63/65, Life/Health) within 120 days of start.

Qualifications

• 2+ years of financial services experience.
• Series 7, 66 (63 and 65) and life/health licenses completed within 120 days of start date.

Responsabilités

• Partners with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Communicates clearly and succinctly, and builds lasting relationships.
• Manages time and resources to bring value and excellence to clients.
• Supports advisors in implementing TIAA advice and planning solutions; license within 120 days.

Connaissances

Client Relationship Mgmt

Collaboration

Consultative Communication

Wealth Management

Sales Skills

Formation

University (Degree) Preferred

Description du poste

TIAA in the United States seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and grow the practice through referrals, delivering financial solutions that ignite client dreams.

You will manage a book of high-net-worth clients, support plan implementations, coordinate asset consolidation, and build lasting relationships while ensuring timely licensing (Series 7/63/65, Life/Health) within 120 days of start.