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Wealth Management Client Relationship Manager – Partner with advisors to grow high‑net‑worth client portfolios in Charlotte, NC.
Use your FINRA expertise and client‑centric mindset to deliver tailored financial solutions and unlock growth opportunities.
Wealth Client Relationship Manager
Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
Key Responsibilities and Duties
- The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
- Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
- This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
- Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
- Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
- Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 7
- Series 63
- Series 65
- Series 66
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
6IC
Related Skills
- Análisis cuantitativo
- Colaboración
- Consultative Communication
- Continuous Improvement Mindset
- Desarrollo de negocios
- Diligencia debida
- Gestión de relaciones con los clientes
- Gestión patrimonial
- Practice Management Strategy
- Prioritizes Effectively
- Retirement Planning Selling
- TIAA Products/Services Acumen
- Ventas
Anticipated Posting End Date
2026-08-17
Base Pay Range
$35.00/hr - $37.50/hr
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world‑class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.
Benefits and Total Rewards
The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. To learn more about your benefits, please review our Benefits Summary .
Equal Opportunity
We 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 .
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug‑free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .
For Applicants of TIAA Global Capabilities, click here .
For Applicants of Nuveen residing in Europe and APAC, please click here .