Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Client Relationship Manager image - Rise Careers
Job details

Client Relationship Manager - job 2 of 2

Wealth Client Relationship Manager
The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties
  • Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.

  • Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.

  • Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.

  • Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.

  • Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).

  • Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.

  • Identifies sales and asset retention opportunities.

  • Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.

  • Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 2+ Years Required; 3+ Years Preferred
FINRA Registrations
  • SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications
  • Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
6IC
Base Pay Range: $54,400/yr. - $90,700/yr.
Actual 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).
_____________________________________________________________________________________________________
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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
.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law
here
.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email:
accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click
here
.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click
here
.
For Applicants of Nuveen residing in Europe and APAC, please click
here
.
For Applicants of Greenwood residing in Brazil (English), click
here
.
For Applicants of Greenwood residing in Brazil (Portuguese), click
here
.
For Applicants of Westchester residing in Brazil (English), click
here
.
For Applicants of Westchester residing in Brazil (Portuguese), click
here
.
TIAA Glassdoor Company Review
3.9 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
TIAA DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of TIAA
TIAA CEO photo
Thasunda Brown Duckett
Approve of CEO

Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet.

49 jobs
MATCH
Calculating your matching score...
BADGES
Badge Women LedBadge Diversity ChampionBadge Family FriendlyBadge Office VibesBadge Work&Life Balance
CULTURE VALUES
Empathetic
Inclusive & Diverse
Mission Driven
Social Impact Driven
FUNDING
TEAM SIZE
DATE POSTED
June 3, 2023

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
Other jobs
Company
Posted 2 years ago
Company
FICO Hybrid San Jose, CA
Posted last year
Company
Posted last year
Empathetic
Inclusive & Diverse
Mission Driven
Social Impact Driven
Company
Posted 2 months ago
Empathetic
Inclusive & Diverse
Mission Driven
Social Impact Driven