Client Relationship Manager

TIAA

Wealth Client Relationship Manager at TIAA partnering with Advisors to support high-net worth clients' financial goals. Delivering client service and managing financial plan recommendations while leading advisory teams.

Posted 7/6/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $71,300 - $80,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service delivery for high-net worth clients, operational leadership of advisory teams, and effective communication. Proficient in managing client relationships and implementing financial plans while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Client Service DeliveryOperational LeadershipFinancial Plan ImplementationTime ManagementFINRA Registrations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningAsset ConsolidationClient Relationship Management

Soft Skills

Clear CommunicationResource Management

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
managing the responsibilities for a book of assigned clients
supporting the implementation of financial plan recommendations
the coordination of asset consolidation
communicates clearly and succinctly
manages time and resources efficiently and effectively

Requirements

What you’ll need

University (Degree) Preferred
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

superior retirement program
highly competitive health, wellness and work life offerings