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Wealth Management Client Relationship Manager at TIAA
Frisco, Texas, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Clinical Research Fellow in Primary Care Skin & Infection at University of Bristol
Bristol BS8 1QU, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Lettings Administrator at Hamways Limited
London NW6 1SD, , United Kingdom - Full Time
Skills Needed
Lettings, It
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Student Services Clerk, Adult Education (ADE6) at Cobb County School District
Marietta, GA 30060, USA - Full Time
Skills Needed
Oral Communication, Ged, English
Qualification
Diploma
Lehrkraft für Deutsch (m/w/d) at Akademie fr Kommunikation
Heilbronn, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Operations Manager at InPost UK
York YO30, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Restaurant Manager at SONDER RESTAURANT
Pontcanna CF10, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Eerste aanspreekpunt Beveiliging en BHV at Isala
Zwolle, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Kundenberater als Customer Solutions Consultant (m/w/d) at onOffice GmbH
52068 Aachen, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Deputy Store Manager - Greystones at Lidl
Greystones, County Wicklow, Ireland - Full Time
Skills Needed
Good Communication Skills
Specialization
You have completed your leaving certificate or equivalent
Qualification
Trade Certificate
HSE Coordinator at Rocky Mountain Equipment
Moose Jaw, SK S6H 4P6, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Test Engineer I - UK at Gaming Laboratories International
Bangor LL57, Wales, United Kingdom - Full Time
Skills Needed
Microsoft Word, Computer Engineering, English, Excel, Computer Science, It, Consideration, C++, Credentials, Interpersonal Skills
Specialization
Engineering science math or other technical areas strongly preferred
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Consulting DCD - Power Platform Senior Developer (Manager) at PwC
Singapore, , Singapore - Full Time
Skills Needed
Customer Analysis, Data Analysis, Data Collection, Data Integrity, Creativity, Data Analytics, Big Data, Data Integration, Alteryx, Data Modeling, Javascript, Algorithm Development, Data Mining, Coaching, Needs Analysis, Business Intelligence, Java
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Commercieel planner (Nederlandse en Duitse markt) at Friet enzo Snack on site
5391 Nuland, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Music Instructor - Drums Focus at Cincinnati School of Music
Mason, OH 45040, USA - Full Time
Skills Needed
Flexible Schedule, Communication Skills, Management Skills
Qualification
Graduate
Buyer Domestic at Sensient Technologies
Mount Wellington, Auckland, New Zealand - Full Time
Skills Needed
Flavors, Product Quality, Inkjet, Customer Service, Technological Innovation, Fine Chemicals
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Teacher at Licensed Family Day Home at Kid Spirit LLC
Richmond, VA 23219, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Assistant Store Manager (m/w/d) - FOC Neumünster at Jack Wolfskin
Neumünster, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
FreeBSD (Senior) Technical Engineer | remote / hybrid (m/w/d) at fme AG
Braunschweig, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
FOIA Compliance Specialist Associate at University of Michigan
Ann Arbor, MI 48109, USA - Full Time
Skills Needed
Communication Skills, Legal Requirements, High Pressure Environment, Project Management Skills
Qualification
Graduate
Wealth Management Client Relationship Manager at TIAA
Frisco, Texas, USA -
Full Time


Start Date

Immediate

Expiry Date

15 Nov, 25

Salary

87500.0

Posted On

15 Aug, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

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.

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
Anticipated Posting End Date:
2025-08-18
Base Pay Range: $62,500/yr - $87,500/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).


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.
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.
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

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities
  • 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
Wealth Management Client Relationship Manager at TIAA
Frisco, Texas, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Clinical Research Fellow in Primary Care Skin & Infection at University of Bristol
Bristol BS8 1QU, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Lettings Administrator at Hamways Limited
London NW6 1SD, , United Kingdom - Full Time
Skills Needed
Lettings, It
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Student Services Clerk, Adult Education (ADE6) at Cobb County School District
Marietta, GA 30060, USA - Full Time
Skills Needed
Oral Communication, Ged, English
Qualification
Diploma
Lehrkraft für Deutsch (m/w/d) at Akademie fr Kommunikation
Heilbronn, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Operations Manager at InPost UK
York YO30, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Restaurant Manager at SONDER RESTAURANT
Pontcanna CF10, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Eerste aanspreekpunt Beveiliging en BHV at Isala
Zwolle, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Kundenberater als Customer Solutions Consultant (m/w/d) at onOffice GmbH
52068 Aachen, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Deputy Store Manager - Greystones at Lidl
Greystones, County Wicklow, Ireland - Full Time
Skills Needed
Good Communication Skills
Specialization
You have completed your leaving certificate or equivalent
Qualification
Trade Certificate
HSE Coordinator at Rocky Mountain Equipment
Moose Jaw, SK S6H 4P6, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Test Engineer I - UK at Gaming Laboratories International
Bangor LL57, Wales, United Kingdom - Full Time
Skills Needed
Microsoft Word, Computer Engineering, English, Excel, Computer Science, It, Consideration, C++, Credentials, Interpersonal Skills
Specialization
Engineering science math or other technical areas strongly preferred
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Consulting DCD - Power Platform Senior Developer (Manager) at PwC
Singapore, , Singapore - Full Time
Skills Needed
Customer Analysis, Data Analysis, Data Collection, Data Integrity, Creativity, Data Analytics, Big Data, Data Integration, Alteryx, Data Modeling, Javascript, Algorithm Development, Data Mining, Coaching, Needs Analysis, Business Intelligence, Java
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Commercieel planner (Nederlandse en Duitse markt) at Friet enzo Snack on site
5391 Nuland, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Music Instructor - Drums Focus at Cincinnati School of Music
Mason, OH 45040, USA - Full Time
Skills Needed
Flexible Schedule, Communication Skills, Management Skills
Qualification
Graduate
Buyer Domestic at Sensient Technologies
Mount Wellington, Auckland, New Zealand - Full Time
Skills Needed
Flavors, Product Quality, Inkjet, Customer Service, Technological Innovation, Fine Chemicals
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Teacher at Licensed Family Day Home at Kid Spirit LLC
Richmond, VA 23219, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Assistant Store Manager (m/w/d) - FOC Neumünster at Jack Wolfskin
Neumünster, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
FreeBSD (Senior) Technical Engineer | remote / hybrid (m/w/d) at fme AG
Braunschweig, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
FOIA Compliance Specialist Associate at University of Michigan
Ann Arbor, MI 48109, USA - Full Time
Skills Needed
Communication Skills, Legal Requirements, High Pressure Environment, Project Management Skills
Qualification
Graduate

Why Choose Y-Axis Employer Firm?

Y-Axis Recruitment firm provides:

  1. Easy access to get the best workforce
  2. Millions of database for top occupations
  3. Individual Employer support
  4. Find the perfect fit to scale up your business
  5. High Professional Standard
  6. Advanced software tools

Recruitment Solution for International Employers

Global companies believe ‘Talented workforce makes an impact!’ The global job market has transformed over time, with companies worldwide now willing to recruit talent from different nations. Countries with fast-growing economies are in dire need of skilled workers, and top MNCs are ready to bring in international employees to fill significant roles that are crucial for supporting and expanding their business operations.

As a result, international employment opportunities have surged, providing professionals with job openings abroad. Many skilled professionals are also eager to relocate to other countries for work, seeking higher salaries and a better standard of living.

To fulfill all these requirements, recruiters worldwide are showing a great interest in global talent, as cross-border hiring is on the rise. Skilled professionals are being sought after for various fields beyond IT, including Engineering, Accounting & Finance, Administration, Hospitality, Healthcare, STEM, and others.

Benefits of Choosing Y-Axis Recruitment Firm

Accelerated Recruitment

Using our large database and connections, along with advanced systems to find specific skills, our expert recruiters can speed up the hiring process, getting you the perfect candidates much faster.

Exceptional Talent

Choosing Y-Axis recruitment services enhances your chances of encountering exceptional candidates possessing the requisite skills and expertise in your industry. We offer a vast talent pool of pre-vetted and referenced individuals, ensuring your meetings are only with candidates who have undergone thorough evaluation and interviews.

Industry-Specific Recruitment Expertise

With your business's expansion and transformation, your in-house recruitment team may be tasked with intricate interviews across various roles unfamiliar to them. Our staff are experts in sector-specific recruitment, affording us superior understanding of technical roles and their associated skills. We have the proficiency to identify transferable skills pertinent to your job vacancies that might be overlooked within your organization.

Dedication to Client Service

A significant portion of a recruiter's work is performed prior to any potential compensation from our client. In the event that no candidate is hired, no fees are incurred for services rendered. If we cannot facilitate your business effectively, you owe us nothing. This guarantees that our services, resources, and skills are committed to supplying you with the top-tier candidates that align with your business growth strategy – those whose dream job is to be a part of your team.

In-depth Market Knowledge

Through continuous interactions with clients and candidates, top-tier recruiters amass substantial knowledge about the industry they serve. They are well-positioned to offer invaluable insights and wise counsel, which are integral to their role.

Broad Outreach

Not all top-performing candidates are actively seeking new job opportunities. These 'passive talents' as identified by Y-Axis recruitment firm, may require additional time to discover.

Our Commitment

Above all, our dedicated team relentlessly strives to fulfill your recruitment needs. Our primary objective is to source elite talent who aspire to contribute to your business.

How to Apply?

  1. Register with us
  2. Select Employer page
  3. Check the list
  4. Choose the perfect fit
  5. Hire them

Our Impact

  1. Verified Candidates
  2. 25+ Years Experience
  3. 10 Million+ Candidate Database
  4. Individual Employer Support

Frequently Asked Questions

Y-Axis Recruitment Firm provides easy access to a top-tier workforce through a vast database of millions of candidates across various occupations. They offer individual employer support, ensuring businesses find the perfect fit to scale up, maintain high professional standards, and utilize advanced software tools for efficient recruitment. Additionally, they offer recruitment solutions for international employers looking to hire global talent.

Y-Axis leverages its extensive database, strong industry connections, and advanced recruitment systems to identify and match specific skills quickly. Their expert recruiters streamline the hiring process, allowing businesses to secure the perfect candidates much faster than traditional methods.

Y-Axis offers a vast pool of pre-vetted and referenced candidates who have undergone thorough evaluations and interviews. This ensures that employers meet only with exceptional candidates possessing the necessary skills and expertise relevant to their industry.

Yes, Y-Axis has industry-specific recruitment expertise. Their staff are experts in various sectors, allowing them to understand technical roles and identify transferable skills that might be overlooked by in-house recruitment teams. This specialization ensures a better match for diverse and intricate roles.

Y-Axis operates on a no-win, no-fee basis. If they cannot facilitate the hiring of a suitable candidate for your business, no fees are incurred. This ensures that their services, resources, and skills are fully committed to supplying top-tier candidates aligned with your business growth strategy.

Through continuous interactions with both clients and candidates, Y-Axis recruiters accumulate substantial industry knowledge. This in-depth market understanding allows them to offer invaluable insights and wise counsel, enhancing the recruitment process.

Absolutely. Y-Axis specializes in identifying and engaging passive talents—top-performing candidates who may not be actively looking for new opportunities. Their proactive approach ensures that these high-caliber professionals are discovered and considered for your job openings.

The application process is straightforward:
  • Register with Y-Axis: Create an account on their platform.
  • Select Employer Page: Navigate to the employer section.
  • Check the List: Review the available candidates or services.
  • Choose the Perfect Fit: Select candidates that best match your requirements.
  • Hire Them: Proceed with the hiring process.

Y-Axis has a significant impact with over 25 years of experience, a database of more than 10 million candidates, and a commitment to individual employer support. They ensure that candidates are verified and meet the highest professional standards, contributing to successful placements globally.

Y-Axis provides recruitment solutions tailored for international employers, recognizing the global transformation in the job market. They facilitate cross-border hiring across various fields beyond IT, including Engineering, Accounting & Finance, Administration, Hospitality, Healthcare, STEM, and more, helping companies source skilled professionals from different nations to support and expand their operations.
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