Wealth Management Client Relationship Manager

TIAA

Wealth Management Client Relationship Manager supporting advisors delivering financial solutions to high-net worth clients in a collaborative environment. Requires strong client relationship management skills and FINRA registrations.

Posted 6/17/2026full-timeMaryland, North Carolina, Texas, Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $71,300 - $80,500 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client servicerelationship buildingoperational leadershipfinancial goal achievement

Tools & Technologies

TIAA adviceplanning solutions

Certifications & Qualifications

Series 7Series 63Series 65Series 66Life and Health Insurance License

Industry Keywords

Wealth Managementhigh-net worth clients

About the role

Key responsibilities & impact

partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals
builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions

Requirements

What you’ll need

2+ Years Required; 3+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities