Wealth Client Relationship Manager

Waltham, Massachusetts; Cambridge, Massachusetts
$61,740/yr. - $85,000/yr.
Closing date
Mar 7, 2024

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

Wealth Client Relationship Manager
Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values.Should the following skills reflect who you are and who you aspire to be, you will thrive as a Client Relationship Manager at TIAA. •Deeply curious with a demonstrated ability to uncover the needs of the client.•Giving and receiving constructive feedback are hallmarks of your character.•Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.•Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.•Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.•Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.

Key Responsibilities and Duties
  • 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 managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
  • Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
  • Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
  • Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
  • All licenses and registrations must be obtained within 120 days from start date.
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 within 120 Days
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level

  • Series 7, 63 and 65 (or 66) passed within 120 days of start date
  • 2+ years financial services experience

  • Series 7, 63 and 65 (or 66) passed
  • 3+ years financial services experience

Related Skills

Business 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 Management

Anticipated Posting End Date:

Base Pay Range: $61,740/yr. - $85,000/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 .

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

And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions—join our diverse and inclusive team today in the fight to help more people to and through retirement.

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