TIAA in Charlotte, North Carolina is seeking a Wealth Client Relationship Manager to supervise professional level employees and partner with clients to identify their financial goals. The position requires building strong relationships and providing investment recommendations. Candidates should have a minimum of 5 years experience in wealth management and must possess Series 7 registration.
The role includes developing strategic investment plans, enhancing client relationships, and managing team performance, with an emphasis on delivering high-quality service. Additional requirements include a preferred university degree and strong skills in business development.
#J-18808-LjbffrDirector of Wealth Client Relationships in charlotte at Unknown Company
This position is listed as full time and onsite.