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The Wealth Management Client Relationship Manager partners with advisors to deepen client relationships, manage a client book, and implement financial plans.

Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop and communicate tailored wealth management recommendations. Build and maintain long-term client relationships, grow a book of business through referrals, obtain required licenses, and deliver investment and retirement planning solutions.

Provide in-person and virtual financial counseling to participants, prospects, beneficiaries and institutional plan sponsors. Advise on pensions, annuities, mutual funds, IRAs, 403(b), 529, bank products and life insurance; execute transactions, educate clients on tax and investment strategies, develop client relationships, and coordinate internally to support products and services. Obtain required licenses and FINRA registrations within specified timeframes.

Partner with affluent clients to identify goals, analyze financial situations, and recommend customized wealth management and retirement solutions. Build and deepen long-term client relationships, communicate complex strategies clearly, and maintain required FINRA and insurance licenses.

The Wealth Management Advisor partners with affluent clients to develop financial strategies, maintain relationships, and provide solutions for their financial goals.

Manage the full hiring cycle including sourcing, screening, interviewing, offers, job postings, candidate communication, and building talent pipelines. Advise hiring managers, implement recruiting strategies, and mentor junior TA team members.

Manage and deepen relationships with a book of high-net-worth clients, act as primary fiduciary contact, deliver tailored investment and financial planning strategies, collaborate with specialists, proactively grow the practice through client expansion and sales, and ensure client-centric retirement planning and wealth management.

Lead investment accountant responsible for reviewing GAAP workpapers, guiding month-end and quarterly closes, preparing fund financial statements, analyzing portfolio returns and IRRs, advising on accounting conversions from modified cash to accrual, managing reporting processes, and mentoring a global accounting team while supporting audits and valuation oversight.

Manage and deepen relationships with a book of high-net-worth clients, deliver tailored financial and retirement strategies, act as primary fiduciary contact, collaborate with specialists, and proactively grow practice through sales and cross‑selling TIAA wealth capabilities.

The Financial Consultant provides financial counseling to clients on TIAA products, educating them on investment options to aid in achieving financial goals.