Wealth Management Client Relationship Manager

2 weeks ago

City of White Plains, United States TIAA Full time

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. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values. 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. All licenses and registrations must be obtained within 120 days from start date. 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 Required 2+ 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 3+ years of financial services experience. Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. #J-18808-Ljbffr

  • Wealth Management Client Relationship Manager

    3 weeks ago

    City of White Plains, United States Nuveen Full time

    **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.We are...

  • Wealth Management Client Relationship Architect

    2 weeks ago

    City of White Plains, United States TIAA Full time

    A leading financial services company located in White Plains is seeking a Wealth Client Relationship Manager. This role involves partnering with Wealth Management Advisors to support high-net-worth clients, managing relationships, and ensuring effective implementation of financial plans. Candidates should possess strong communication skills and be motivated...

  • Client Relationship Manager

    2 weeks ago

    City of White Plains, United States Medix™ Full time

    Client Relationship Manager – Employee Benefits Administration Base pay range: $38.00/hr - $45.00/hr About the Role The Account Executive will manage a dedicated book of business spanning multiple benefit administration services, including health and welfare plans, pension administration, claims-only accounts, paid family leave, and full-fund...

  • Wealth Advisor

    1 week ago

    King of Prussia, United States Provision People Full time

    Summary: Our award-winning client is seeking a Wealth Advisor to join their team. We are seeking an individual to assume the pivotal role of a primary relationship manager and investment professional, responsible for key client relationships. The primary focus is on fostering client loyalty, expanding wallet share, and generating client referrals....

  • Wealth Management Advisor

    4 days ago

    Clara City, Minnesota, United States Blue Ocean Wealth Solutions, LLC- A MassMutual Firm Full time $90,000 - $150,000 per year

    Blue Ocean Wealth Solutions, LLC - A MassMutual Firm located in East Hills, Long Island, New York is dedicated to providing innovative financial solutions tailored to the unique needs of our clients. We believe in building lasting relationships and empowering our clients to achieve their financial goals through holistic wealth management strategies. Our team...

  • Wealth Management Client Associate

    4 days ago

    Garden City, Michigan, United States Bank of America Full time $45,000 - $90,000 per year

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • JPMorgan Wealth Management

    2 weeks ago

    City of White Plains, United States JPMorgan Chase & Co. Full time

    JPMorgan Wealth Management - Regional Support Lead - Hudson MetroWhite Plains, NY, United StatesWe have a passion for helping our customers, taking care of our employees, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting‑edge banking technology you’ll be front and center...

  • Wealth Management Client Associate

    22 hours ago

    Garden City, NY, United States Bank of America Full time

    Wealth Management Client Associate Garden City, New York To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-City/Wealth-Management-Client-Associate_25047520) Job...

  • JPMorgan Wealth Management

    2 weeks ago

    White Plains, United States Chase Full time

    Regional Support LeadWe have a passion for helping our customers, taking care of our employees, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting-edge banking technology you'll be front and center representing our brand and problem solving to offer our customers the best solutions...

  • Client Relationship Manager — Employee Benefits

    2 weeks ago

    City of White Plains, United States Medix™ Full time

    A leading benefits administration firm in White Plains seeks a Client Relationship Manager. This role involves managing a dedicated book of business, ensuring exceptional service delivery, and coordinating with internal teams. The ideal candidate will have experience in third-party health and pension administration and possess strong interpersonal skills....