Full-Time

Wealth Management Client Relationship Manager

Posted on 1/15/2025

TIAA

TIAA

10,001+ employees

Retirement services and investment solutions provider

Social Impact
Financial Services

Compensation Overview

$61.7k - $85kAnnually

+ Incentive Program

Mid, Senior

Frisco, TX, USA + 1 more

More locations: Phoenix, AZ, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • 2+ years financial services experience
  • Series 7, 63, and 65 (or 66) completed
Responsibilities
  • 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.
Desired Qualifications
  • 3+ years financial services experience
  • Series 7, 63, and 65 (or 66) completed within 120 days of start date

TIAA provides financial services focused on retirement, insurance, and investment solutions, primarily for individuals in the academic, research, medical, cultural, and governmental sectors. Their products include retirement plans, annuities that offer steady income for retirees, life insurance, and investment management services. TIAA generates revenue through fees for managing these products and returns on client investments. Unlike many competitors, TIAA emphasizes social responsibility, demonstrated by initiatives like donating to organizations that support community impact. Their goal is to offer secure financial options while positively contributing to society.

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

1918

Simplify Jobs

Simplify's Take

What believers are saying

  • TIAA's expansion in Frisco indicates strong growth potential.
  • Partnership with Vestwell enhances access to guaranteed retirement income.
  • Increased demand for annuities aligns with TIAA's product offerings.

What critics are saying

  • Real estate market volatility may impact TIAA's investment returns.
  • Expansion in Frisco could lead to increased operational costs.
  • Partnership with Vestwell may expose TIAA to smaller employers' financial risks.

What makes TIAA unique

  • TIAA focuses on retirement services for academic and related professionals.
  • The company integrates social responsibility into its business model.
  • TIAA offers a wide range of financial products, including annuities and life insurance.

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Benefits

Health Insurance

401(k) Retirement Plan

Wellness Program

Flexible Work Hours

Remote Work Options