Wealth Management Client Relationship Manager

Sr WM Client Relationship ConsultantThe Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited 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. This job also coaches and reviews the work of lower lever Client Relationship Consultants.Key ResponsibilitiesManages and grows individual relationships with high-net worth and complex 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.Ensures delivery of 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.Oversees 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 Wealth Management products and services.Educational RequirementsUniversity (Degree) PreferredWork Experience3+ Years Required; 5+ Years PreferredFINRA RegistrationsSRC Indicator: Series 7; Series 63; Series 65; Series 66Licenses and CertificationsLife and Health Insurance License (Resident State) - Multiple Issuers requiredPhysical RequirementsPhysical Requirements: Sedentary WorkCareer Level7ICRequired Qualifications2+ years of financial services experience.Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.Preferred Qualifications3+ years of financial services experience.Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.Related SkillsBusiness DevelopmentClient Relationship ManagementCollaborationConsultative CommunicationContinuous Improvement MindsetDue DiligencePractice Management StrategyPrioritizes EffectivelyQuantitative AnalysisRetirement Planning SellingSalesTIAA Products/Services AcumenWealth ManagementBase Pay Range$30.05/hr - $42.07/hr. Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. Incentive programs may also apply.Benefits and Total RewardsWe offer a comprehensive total rewards package, including a superior retirement program and competitive health, wellness, and work-life offerings. For more details, review our benefits summary.Equal OpportunityWe are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.J-18808-Ljbffr