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Director – Wealth Client Relationship Management
TIAADirector of Wealth Client Relationship Management overseeing professional employees and building client relationships to achieve financial goals. Involves strategizing investments and developing recommendations for clients.
Posted 7/1/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesLead💰 $114,000 - $130,000 per yearWebsite
Core Competencies
Role fitCore Competencies
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Demonstrates expertise in Wealth Management and Client Relationship Management, with a strong focus on Business Development and Retirement Planning. Proficient in developing tailored investment strategies and implementing practice management strategies to achieve client financial goals.
Highest-signal resume keywords
FINRA Series 7 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationFINRA Series 66 RegistrationFINRA Series 24 Registration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Business DevelopmentClient Relationship ManagementQuantitative AnalysisRetirement Planning SellingSalesTIAA Products/Services AcumenPractice Management Strategy
Soft Skills
CollaborationConsultative CommunicationContinuous Improvement MindsetPrioritizes Effectively
Certifications & Qualifications
FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66FINRA Series 24
Industry Keywords
Wealth ManagementFinancial GoalsInvestment StrategiesClient ChallengesValue-Added Products
About the role
Key responsibilities & impact- Supervises professional level employees and partners with clients to identify their financial goals
- Analyzes financial landscape and develops recommendations to work towards defined financial objectives
- Builds relationships and trust with clients to contribute advice and recommend products/services
- Develops and implements strategic and tactical plans addressing client challenges
- Tailors investment strategies, reviews client information, and solidifies client relationships
- Grows book of business through identifying value-added products and services
Requirements
What you’ll need- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- FINRA Registrations: Series 7; Series 63; Series 65; Series 66; Series 24
- 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
Benefits
Comp & perks- superior retirement program
- highly competitive health, wellness and work life offerings