Wealth Relationship Growth Manager

Teachers Insurance and Annuity Association of America; Cambridge (MA); On-site; USD 71,300 - 80,500; Full time

Job summary

TIAA's Wealth Management team seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and drive growth through referrals by delivering tailored financial solutions that align with clients' retirement and investment goals.

Candidates should have 2+ years in financial services, hold Series 7 and 63/65/66 and a life and health license to be completed within 120 days, and preferably a university degree.

Qualifications

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

Responsibilities

• The Wealth Client Relationship Manager partners with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Communicates clearly and succinctly, utilizing relationship-building skills.
• Manages time and resources to bring value and excellence to clients.
• Builds meaningful relationships while supporting advisors in implementing TIAA advice and planning solutions.
• All licenses must be obtained within 120 days from start date.

Skills

Client Relationship Management

Financial Services

Communication

Sales

Collaboration

Education

University Degree

Job description

TIAA's Wealth Management team seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and drive growth through referrals by delivering tailored financial solutions that align with clients' retirement and investment goals.

Candidates should have 2+ years in financial services, hold Series 7 and 63/65/66 and a life and health license to be completed within 120 days, and preferably a university degree.