Wealth Management Client Relationship Manager

TIAA

. Partner with Wealth Management Advisors to deepen client relationships and grow their practice through referrals .

Posted 9/21/2026full-timeUnited StatesJuniorMid-Level💰 $71,300 - $80,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial planning, with a strong focus on supporting high-net-worth clients and implementing wealth management strategies. Proficient in business development and operational leadership within financial services.

Highest-signal resume keywords

Financial Services ExperienceSeries 7 RegistrationSeries 66 RegistrationLife and Health Insurance LicenseClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementFinancial PlanningAsset ConsolidationQuantitative AnalysisRetirement PlanningBusiness DevelopmentDue DiligencePractice Management StrategySalesTIAA Products/Services

Soft Skills

Interpersonal CommunicationRelationship-BuildingTime ManagementResource Management

Certifications & Qualifications

Series 7 RegistrationSeries 66 RegistrationLife and Health Insurance License

Industry Keywords

High-Net-Worth ClientsClient ServiceFinancial AdvisoryWealth Management Advisors

About the role

Key responsibilities & impact

Partner with Wealth Management Advisors to deepen client relationships and grow their practice through referrals
Deliver client service and support high-net-worth clients
Operationally lead Wealth Management advisory teams under moderate supervision
Manage responsibilities for an assigned book of clients
Support implementation of financial plan recommendations
Coordinate asset consolidation
Communicate clearly and succinctly with clients and colleagues
Build meaningful, long-lasting relationships
Support advisors in implementing TIAA advice and planning solutions

Requirements

What you’ll need

2+ years of financial services experience required
Series 7 and Series 66 registrations, or Series 7, Series 63, and Series 65 registrations, completed within 120 days of start date
Life and Health Insurance License (Resident State) required within 120 days
3+ years of financial services experience preferred
University degree preferred
Experience with business development, client relationship management, due diligence, practice management strategy, quantitative analysis, retirement planning selling, sales, TIAA products/services, and wealth management
Strong interpersonal communication and relationship-building skills
Ability to manage time and resources efficiently and effectively
Ability to work with high-net-worth clients and support financial planning and asset consolidation

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work life offerings
Financial, physical, and emotional well-being support
Meaningful learning experiences and development pathways
Incentive program linked to performance may be included, such as annual discretionary incentive programs or non-annual sales incentive plans
Drug-free and smoke-free workplace
Accessibility support and reasonable accommodation for applicants with disabilities