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The Wealth Client Relationship Manager manages relationships with high-net worth clients, supports financial goals, provides client service, and guides in financial planning and asset management.

Provide advanced estate, tax and wealth transfer planning to high-net-worth clients; support Wealth Management Advisors with analyses, presentations, seminars, written content, and internal training; advise on trusts, tax implications and TIAA products to drive asset retention and account growth.

Manages a semi-liquid farmland fund, guiding investment strategy, acquisitions, asset management, dispositions, leverage, valuations, budgeting, and portfolio performance. Leads investor relations, fundraising support, DDQ and RFP responses, reporting, presentations, Board meetings, appraisals, and due diligence. Partners cross-functionally with distribution, product, research, finance, marketing, and regional farmland teams while monitoring market trends and developing investment management tools.

Manage and deepen relationships with high-net-worth clients while serving as their primary financial contact. Develop tailored investment and retirement strategies, act as a fiduciary, collaborate with internal specialists, and grow an advisory practice through relationship expansion and sales performance. The role requires extensive wealth management experience, financial planning expertise, securities licenses, and insurance licensing.

Provides comprehensive administrative and operational support to senior leadership within the Energy Infrastructure Credit team. Manages calendars, communications, meetings, domestic and international travel, expense processing, and office logistics. Serves as primary liaison across departments, drafts and routes communications, maintains policies and contact lists, supports event planning and production processing, and assists with general operational tasks to ensure smooth team functioning.

The role involves analyzing business needs, leading IT strategy for cloud deployment, transforming business processes, and guiding teams on technical solutions.

Manages end-to-end marketing and communications programs, including project plans, timelines, stakeholder updates, content production, compliance approvals, and marketing collateral across internal and external platforms. Conducts project research, analyzes costs, risks, benefits, and operational data, supports project administration and process improvements, and prepares progress reports against deliverables.

Supports lifecycle and client marketing campaigns that acquire, develop, and retain clients. Coordinates go-to-market deliverables, timelines, requirements, compliance and legal reviews, team handoffs, audience segmentation, journey mapping, campaign execution, KPIs, and tactical marketing support. Requires digital marketing knowledge across email, website, search, and social channels while partnering closely with sales and marketing teams.

The Wealth Advisor assists clients in achieving their financial goals through tailored investment strategies, resource management, and client development. They work in a team to grow the business and maintain client relationships while analyzing financial landscapes and providing up-to-date financial guidance.

Create high-quality, compliant goal-based financial plans for wealth management clients, support advisors via Advice and Planning Helpdesk (email/phone), review plans for quality, assist with planning tools, respond to advisor questions, and occasionally lead small projects.