Top Tech Jobs & Startup Jobs

The Wealth Management Client Relationship Manager partners with Advisors to enhance client relationships, manage high-net worth clients, and implement financial plans with a focus on excellent customer service and relationship building.

Provide client service support across the client lifecycle for institutional and high-net-worth clients: onboarding, account maintenance, reporting, client communications, cash flow facilitation, due diligence, and project participation to improve operations and client experience.

Provide administrative support and coordinate office activities including inventory and supply orders, onboarding assistance, scheduling, travel arrangements, meeting preparation and note-taking, communication tasks, and adherence to organizational policies to ensure efficient daily operations.

Drafts and edits investment, market, and retirement content for varied audiences. Collaborates with investment, client service, finance, and strategy teams to ensure accuracy and alignment with brand. Proofreads, submits final layouts, supports content approval, publishing, and performance reporting, and recommends messaging and formats.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage a book of clients, support implementation of financial plans, coordinate asset consolidation, and secure referrals. Obtain required FINRA registrations and insurance licenses within 120 days and clearly communicate investment and planning recommendations to advisors, clients, and cross-functional teams.

Support product marketing for retirement and investment products: develop positioning and messaging, execute go-to-market plans and campaigns, create multimedia content, coordinate launches, perform market research and P&L analysis, define KPIs and journey maps, and partner with Product, Distribution, Legal/Compliance, and Sales Enablement to drive acquisition and retention.

Lead integrated client teams to grow and retain institutional retirement plan relationships, identify sales opportunities, position lifetime income solutions, develop multi-year strategic plans using analytics and market knowledge, and deepen executive and consultant relationships to drive plan and participant outcomes.

The Financial Consultant advises clients on TIAA products, providing financial planning support through various communication channels while maintaining client relationships and ensuring regulatory compliance.

Manage a defined territory to drive Nuveen product sales to financial advisors across wire, independent and RIA channels. Build consultative relationships, use data analytics to target opportunities, manage pipeline, cross-sell, convert prospects, attend industry events, and collaborate with regional teams and specialists to grow assets and revenue.

The Wealth Management Client Relationship Manager oversees relationships with high-net worth clients, leads advisory teams, and ensures effective client services, focusing on financial goals and asset management strategies.