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Lead sourcing, underwriting, and monitoring of private market and public investment managers for advisory programs. Support investment strategy and portfolio construction, perform quantitative and qualitative due diligence, coordinate manager meetings and on-site visits, produce thesis reports and annual assessments, maintain approved manager lists, and develop thought leadership and educational content.

Manage and grow a high-net-worth client book by delivering fiduciary financial planning and investment strategies, serving as primary client contact, collaborating with specialists, and proactively expanding relationships through tailored wealth management solutions and sales-driven practice growth.

Manage and grow a high-net-worth client book by delivering fiduciary financial planning and investment strategies. Serve as primary client contact, collaborate with specialists, expand existing relationships, and proactively grow your practice through consultative sales and comprehensive wealth management solutions.

Partner with external sales to identify, prospect, nurture, and close retirement-plan opportunities. Maintain accurate Salesforce CRM data, prepare client meeting materials, support RFI/RFP and due diligence, deploy sales toolkits and analytics, and collaborate across the NRI team to grow assets and refine territory plans. Stay current on industry trends and competitor positioning.

The Internal Advisor Consultant builds partnerships with advisors, drives sales, manages client relationships, and stays updated on industry developments to promote company products.

Lead and manage wealth management strategy engagements: define scope, develop hypotheses, oversee analyses, craft executive presentations, advise senior leaders, and manage and develop junior team members to deliver strategic, financial, and operating model recommendations.

Provide in-person and virtual financial planning and product counseling to retirement plan participants and institutional clients. Recommend and facilitate purchases (annuities, mutual funds, IRAs, 403b, life insurance), execute transactions, develop sponsor relationships, and use tax and investment knowledge to support clients' short- and long-term goals. Obtain required licenses and collaborate across teams to implement TIAA products and services.

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.