The Wealth Client Relationship Management job supervises professional level employees and partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Delivery Manager to contribute advice to clients as well as recommend value-added products and services. In addition, as a people manager, this job sets goals and objectives for team members and provides oversight and feedback to ensure that team members are delivering high quality service to clients.
Key Responsibilities and DutiesDevelops and implements strategic and tactical plans with strong considerations to client challenges. Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. Reviews client information, including financial statements, risk investment profile and cash availability. Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs. Grows book of business through identifying value-added products and services for clients and develops additional business through referrals. Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance. Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems. Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.Educational RequirementsUniversity (Degree) PreferredWork Experience5+ Years Required; 7+ Years PreferredFINRA RegistrationsSRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24Physical RequirementsPhysical Requirements: Sedentary Work
Career Level
8PL
Required Qualifications
Minimum 5 years of experience in wealth management or financial services
FINRA registrations: Series 7 and either Series 66 or both Series 63 and 65
Series 24 (Securities Principal) license
Preferred Qualifications
7+ years of experience in wealth management or financial services
Bachelor's degree
Experience managing professional staff; specifically leading sales teams
Track record of meeting or exceeding sales goals and performance metrics
Attention to Detail; Strong organizational skills and ability to prioritize tasks
Excellent communication and interpersonal skills with ability to explain complex financial concepts
Proficiency with financial analysis tools and wealth management software
Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth ManagementAnticipated Posting End Date:
2025-08-08Base Pay Range: $90,000/yr - $137,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
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