72,603 Client Relationship Management jobs in the United States
Client Relationship Management
Posted 2 days ago
Job Viewed
Job Description
Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business. YOU MUST BE FLUENT IN ENGLISH AND PORTUGUESE FOR THIS ROLE. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client's investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management. HOW YOU WILL FULFILL YOUR POTENTIAL Leverage your interpersonal skills to contribute to a growing business Act as key relationship manager for ultra-high net worth clients Work closely with Private Wealth Advisors andteammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services Identify opportunities for wealth advisory services for clients Understand client suitability and risk tolerance Help to identify and prevent fraudulent activitiesby leveraging your deep understanding of our clients and their behaviors Work with our middle and back office colleagues to ensure an exceptional client experience Execute, process and reconcile trading and other investment related transactions Lead or participate in divisional efforts to improve efficiencies within PWM business Participate in local training and recruiting Serve as a coach/mentor for less tenured teammates WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. SKILLS & EXPERIENCE WE'RE LOOKING FOR Bachelor's Degree Required 2-4 years of preferred experience inclient serviceand/or the financial industry Ability to work in a fast-paced environment and think clearly under pressure Strong interest in client service Self-motivated and able to work in an autonomous, yet collaborative environment Strong verbal and written communication skills, as well as strong organizational and interpersonal skills Commitment to excellence and a high level of integrity Interest in Financial Services Industry SIE, Series 7 and 63 required (must be obtained within three months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. #J-18808-Ljbffr
Manager, Client Relationship Management
Posted 1 day ago
Job Viewed
Job Description
The Healthcare Association of New York State (HANYS) is seeking a Manager, Client Relationship Management within its subsidiary company, TruePlan Benefit and Retirement Advisors (TruePlan). TruePlan is an industry leader in employee benefits and retirement plan consulting. TruePlan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs. Reporting to the Sr. Director, Retirement Plan Services, this position will be responsible for managing all aspects of the client relationship. While the incumbent will be expected to travel throughout Western NY and to our office in Rensselaer, NY on a regular basis, a remote working environment would be considered within New York State. The salary for this position is between $96,800 and $100,000 annually in addition to an annual incentive of up to 10% based on certain performance metrics. Payrate offered will be based on the successful candidate's relevant experience, knowledge, skills, and abilities and in consideration of internal equity. Key Responsibilities Include But Are Not Limited To Maintain a strong and trusting relationship with clients to ensure a superior customer service is provided. Ensure client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings and plan design. Manages request for proposal (RFP) and request for information (RFI) processes for existing clients. Coordinates all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients. In coordination with clients, develops annual communication and education plans to achieve overall retirement plan goals of participation and retirement readiness. Ensure clients have necessary, efficient and effective administrative procedures. Updates clients about legal and regulatory changes relating to retirement programs and coordinates all activity related to incorporating these changes into the client's program. Directly and/or in partnership with TruePlan consultants, work directly with client's attorney and our legal resources to gather necessary information to fully understand and communicate the client's compliance requirements. Educates senior management on plan design, operation, and overall plan effectiveness in meeting organizational goals. Prepares and conducts formal periodic plan review meetings with appropriate committee or other personnel as determined by the client to ensure appropriate compliance, oversight and governance requirements are met. Resolves administrative problems arising between and among participants and/or vendors. Assist in individual employee enrollment activity, when necessary. Assists in sales presentations with sales & marketing team, as necessary. Attends various outside training activities to assure knowledge of the retirement plan industry trends and regulatory changes are current. Reviews and is familiar with the firm's compliance manuals and complies with all required procedures. Maintains licenses in a current and proper status through continuing education training courses, seminars, and conferences, as scheduled, to meet FINRA, SEC, and NYS Insurance Department requirements. Engages clients in discussions on their business needs and related activity in order to determine if other TruePlan products and services may be appropriate and then make proper referrals to TruePlan sales staff. Qualifications Associate's degree plus three to five years of related experience required (bachelor's degree preferred). Seven years of related product or client experience may substitute for education requirement. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted. New York State Life, Accident and Health license and FINRA 6, 63 & 65 required or obtained within a reasonable amount of time (6 months) post hire. Must have the ability and confidence to present, work, and build relationships with senior level staff and be able to provide consultative value to clients from a global and strategic perspective. Must have working knowledge of and remain current in regulations governing various types of retirement plans, including, but not limited to, 403(b), 401(k), and non-qualified plans. Must be proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint). Must be a self-starter who is motivated, enthusiastic, and has exceptional human relations and long-term relationship building skills. Must possess excellent communication skills and be comfortable presenting to Boards of Directors and C-suite individuals. Must possess excellent attention to detail, project management and organizational skills. Must be able to prioritize duties and act independently. Travel within assigned territory to meet clients, typically several times per month. #J-18808-Ljbffr
Manager, Client Relationship Management
Posted 2 days ago
Job Viewed
Job Description
As an Equal Opportunity / Affirmative Action Employer, HANYS actively seeks candidates who are female, minority, disabled and/or veterans and will not discriminate in its employment practices due to an applicant's race; color; creed; religion; sex (including pregnancy, childbirth or related medical conditions); sexual orientation; gender identity or expression; transgender status; age; national origin; marital status; citizenship; disability; criminal record; genetic information; predisposition or carrier status; status with respect to receiving public assistance; domestic violence victim status; status as a protected veteran; or any other characteristics protected under applicable law.
HANYS will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
Position
Manager, Client Relationship Management
Division
TruePlan Benefit and Retirement Advisors
Description
The Healthcare Association of New York State (HANYS) is seeking a Manager, Client Relationship Management within its subsidiary company, TruePlan Benefit and Retirement Advisors (TruePlan). TruePlan is an industry leader in employee benefits and retirement plan consulting. TruePlan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs. Reporting to the Sr. Director, Retirement Plan Services, this position will be responsible for managing all aspects of the client relationship.
While the incumbent will be expected to travel throughout Western NY and to our office in Rensselaer, NY on a regular basis, a remote working environment would be considered within New York State. The salary for this position is between $96,800 and $100,000 annually in addition to an annual incentive of up to 10% based on certain performance metrics. Payrate offered will be based on the successful candidate's relevant experience, knowledge, skills, and abilities and in consideration of internal equity.
Key responsibilities include but are not limited to:
- Maintain a strong and trusting relationship with clients to ensure a superior customer service is provided.
- Ensure client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings and plan design.
- Manages request for proposal (RFP) and request for information (RFI) processes for existing clients.
- Coordinates all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients.
- In coordination with clients, develops annual communication and education plans to achieve overall retirement plan goals of participation and retirement readiness.
- Ensure clients have necessary, efficient and effective administrative procedures.
- Updates clients about legal and regulatory changes relating to retirement programs and coordinates all activity related to incorporating these changes into the client's program.
- Directly and/or in partnership with TruePlan consultants, work directly with client's attorney and our legal resources to gather necessary information to fully understand and communicate the client's compliance requirements.
- Educates senior management on plan design, operation, and overall plan effectiveness in meeting organizational goals.
- Prepares and conducts formal periodic plan review meetings with appropriate committee or other personnel as determined by the client to ensure appropriate compliance, oversight and governance requirements are met.
- Resolves administrative problems arising between and among participants and/or vendors.
- Assist in individual employee enrollment activity, when necessary.
- Assists in sales presentations with sales & marketing team, as necessary.
- Attends various outside training activities to assure knowledge of the retirement plan industry trends and regulatory changes are current.
- Reviews and is familiar with the firm's compliance manuals and complies with all required procedures.
- Maintains licenses in a current and proper status through continuing education training courses, seminars, and conferences, as scheduled, to meet FINRA, SEC, and NYS Insurance Department requirements.
- Engages clients in discussions on their business needs and related activity in order to determine if other TruePlan products and services may be appropriate and then make proper referrals to TruePlan sales staff.
- Associate's degree plus three to five years of related experience required (bachelor's degree preferred). Seven years of related product or client experience may substitute for education requirement. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted.
- New York State Life, Accident and Health license and FINRA 6, 63 & 65 required or obtained within a reasonable amount of time (6 months) post hire.
- Must have the ability and confidence to present, work, and build relationships with senior level staff and be able to provide consultative value to clients from a global and strategic perspective.
- Must have working knowledge of and remain current in regulations governing various types of retirement plans, including, but not limited to, 403(b), 401(k), and non-qualified plans.
- Must be proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint).
- Must be a self-starter who is motivated, enthusiastic, and has exceptional human relations and long-term relationship building skills.
- Must possess excellent communication skills and be comfortable presenting to Boards of Directors and C-suite individuals.
- Must possess excellent attention to detail, project management and organizational skills.
- Must be able to prioritize duties and act independently.
- Travel within assigned territory to meet clients, typically several times per month.
Position Requirements
About the Organization
HANYS is the only statewide hospital and continuing care association in New York. We are located near Albany and represent 500 not-for-profit and public hospitals, nursing homes, and other healthcare organizations. Our members are not only the largest providers of inpatient and outpatient care, and essential providers of primary care, they are among the largest employers in many communities.
We harness the power of a unified statewide membership and collaborate with regional, state, and national associations. HANYS advocates before Congress, the Governor's office, the State Legislature, and state and federal agencies. We also provide education, data analytics, quality improvement initiatives, and operational assistance to help our members navigate the complexities of healthcare reform, and achieve the 'Triple Aim' of better care, better health, and lower costs.
This position is currently accepting applications.
Client Relationship Associate - Wealth Management
Posted today
Job Viewed
Job Description
Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office.
Responsibilities:
+ Assists the firm's Wealth Advisors in servicing the needs of clients, often serving as the first point of communication
+ Continually develop and strengthen relationships with clients
+ Provide timely and accurate responses to operational and administrative client inquiries
+ Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts
+ Manage all communication between clients and the firm's custodians
+ Prepare for and complete special projects throughout the year
+ Consistently identify opportunities the company to improve its client service and/or operations capabilities
Requirements
Requirements:
+ 3+ years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking
+ Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous
+ Knowledge of Tamarac CRM system is advantageous
+ Excellent verbal and written communication skills
+ Bachelor degree
The Client Relationship Associate role requires 3 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $90-105k base plus bonus. If your profile matches the above criteria, please email me directly and add me on LinkedIn, Trishan Khareghat.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Wealth Management Client Relationship Manager
Posted today
Job Viewed
Job Description
Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
+ Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Required:**
+ 2+ years of financial services experience.
+ Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
**Preferred:**
+ 3+ years of financial services experience.
+ Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
**Anticipated Posting End Date:**
2025-07-31
Base Pay Range: $61,740/yr - $85,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
Wealth Management Client Relationship Manager
Posted today
Job Viewed
Job Description
Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
+ Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Required:**
+ 2+ years of financial services experience.
+ Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
**Preferred:**
+ 3+ years of financial services experience.
+ Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
**Anticipated Posting End Date:**
2025-07-31
Base Pay Range: $61,740/yr - $85,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
Wealth Management Client Relationship Manager
Posted today
Job Viewed
Job Description
Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
+ Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Required:**
+ 2+ years of financial services experience.
+ Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
**Preferred:**
+ 3+ years of financial services experience.
+ Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
**Anticipated Posting End Date:**
2025-07-31
Base Pay Range: $61,740/yr - $85,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
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About the latest Client relationship management Jobs in United States !
Client Relationship Sales Associate in Investment Management
Posted today
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Client Relationship Sales Associate in Investment Management About The Role: Main Management (SF-Based Investment Manager) is looking to expand our cohesive team with a new Client Relationship Associate. This role offers a unique opportunity to form deep connections with our clients within our flexible, small-team culture, while also learning about the broader financial markets from industry veterans. This position is ideal for someone who thrives in a fast-paced environment where individual responsibility is balanced with teamwork. We are seeking a quick learner with a professional presence. If you are passionate about cultivating strong relationships, working with partners to generate sales leads, eager to learn more about financial markets, and ready to make a significant impact, we would love to hear from you. The salary is negotiable. About Main Management: Main Management, LLC is an SEC Registered Investment Advisor that provides innovative and unique investment solutions for financial advisors, high net worth clients, endowments, and family offices. Founded by three industry veterans with over 100 years of combined experience, Main Management focuses on the complete client experience by paying significant attention to the post-fee and post-tax results across various market conditions. As a fiduciary to their clients, Main Management believes that investors should keep more of their investment returns. With a team-based approach, a client-centric culture, and an external advisory board of senior investment leaders, Main Management strives to offer exceptional service and value to its clients. Responsibilities: Provide crucial support to our client relationship teams to enhance and sustain our client connections. Work with directors and vice presidents to build relationships with financial advisors and implement business strategies. Assist in the creation of engaging communication materials that detail our investment strategies. Develop a comprehensive understanding of our investment strategies to better assist our clients. Contact current and prospective clients through phone calls and emails to uncover needs and provide solutions. Serve as a dependable point of contact for our clients, advocating for their needs and interests. Qualifications: Passion for financial industry and markets. A bachelor’s degree and 1-3 years of work experience ideal. Based in the San Francisco area, or willing to relocate. Strong organizational skills, comfortable with handling multiple tasks simultaneously. Self-starter who takes initiative and appreciates the value of teamwork. Comfortable on the phone. Must have Series 65 license. We value our team members and believe in fostering an environment where individuals can thrive and build lasting careers. If you are passionate about finance and share our vision for a collaborative and stable workplace, we encourage you to apply. To apply, please send your resume to our Managing Partner, Darol Ryan, at with the subject line “ Client Relationship Sales Associate” #J-18808-Ljbffr
Sales Management Trainee
Posted today
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Job Description
Start your career with Enterprise Mobility! We're **hiring immediately** for our respected Management Training Program.
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning and an open end that's full of opportunities. With training, development, mentoring, and a culture of promotion from within, you'll always be progressing in your career.
This position is located at **2796 S 2nd St, Cabot, AR 72023**
We offer a robust **Benefits Package** including, but not limited to:
+ Competitive Compensation - **This position offers targeted 1st year annual compensation of $47,500.00 with an average 46 hour work week.**
+ **Paid Time Off** , starting with 12 days off per year
+ **Health, Dental, Vision insurance** ; Life Insurance; Prescription coverage
+ **Employee discounts** on car rentals, car purchases and much more!
+ 401(k) retirement plan with company match and profit sharing
Enterprise Mobility is a leading provider of mobility solutions, owning and operating the Enterprise Rent-A-Car, National Car Rental and Alamo Rent A Car brands through its integrated global network of independent regional subsidiaries. Enterprise Mobility and its affiliates offer extensive car rental, carsharing, truck rental, fleet management, retail car sales, as well as travel management and other transportation services, to make travel easier and more convenient for customers.
Privately held by the Taylor family of St. Louis, Enterprise Mobility together with its affiliate Enterprise Fleet Management manages a diverse fleet of 2.4 million vehicles and accounted for nearly $38 billion in revenue through a network of more than 9,500 fully-staffed neighborhood and airport rental locations in more than 90 countries and territories.
**Responsibilities**
We are now hiring for immediate openings in our Management Training program. As a MT, you'll start learning our business from day one while based out of one of our neighborhood branches. You will be entrusted to serve as both the face of Enterprise to customers and partners and the behind-the-scenes operational expert. In our structured program, you will master the knowledge and skills you need to eventually run your own branch, cultivate new business and develop your team.
In our hands-on learning environment, you will receive the guidance, mentoring, and support you need to be successful. You will also get out into the community and establish the relationships essential to building your own business.
We'll teach you how to excel at customer service, sales and marketing, finance, and operations. And you'll learn what it means to always put our customers first. Ours is a culture of friendly competition, which is critical to growing our business - and your success.
_Equal Opportunity Employer/Disability/Veterans_
**Qualifications**
+ Must have a Bachelors degree, or be within 1 semester of graduating with a Bachelors degree.
+ Must have a valid driver's license with no more than two moving violations and/or at fault accidents in the past 3 years.
+ No DWI/DUI/DWAI or other drug and/or alcohol-related convictions on driving record in past 5 years.
+ Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future.
Enterprise Mobility/Enterprise Rent-A-Car/Alamo Rent A Car and National Car Rental seeks and values people of all backgrounds because every employee, customer and business partner is important. Enterprise Mobility is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use this alternative email address ( ) to contact us about your interest in employment.
Sales Management Trainee
Posted today
Job Viewed
Job Description
Start your career with Enterprise Mobility! We're **hiring immediately** for our respected Sales Management Training Program.
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning and an open end that's full of opportunities. With training, development, mentoring, and a culture of promotion from within, you'll always be progressing in your career.
This position is located in **Alhambra, Pasadena, & San Gabriel** **(91107, 91103, 91105, 91801, 91776).**
We offer a robust **Benefits Package** including, but not limited to:
+ Competitive Compensation - **This position offers targeted 1st year annual compensation of $57,000 with an average 46 hour work week.**
+ **Paid Time Off** , starting with 13 off per year
+ **Health, Dental, Vision insurance** ; Life Insurance; Prescription coverage
+ **Employee discounts** on car rentals, car purchases and much more!
+ 401(k) retirement plan with company match and profit sharing
Enterprise Mobility is a leading provider of mobility solutions, owning and operating the Enterprise Rent-A-Car, National Car Rental and Alamo Rent A Car brands through its integrated global network of independent regional subsidiaries. Enterprise Mobility and its affiliates offer extensive car rental, carsharing, truck rental, fleet management, retail car sales, as well as travel management and other transportation services, to make travel easier and more convenient for customers.
Privately held by the Taylor family of St. Louis, Enterprise Mobility together with its affiliate Enterprise Fleet Management manages a diverse fleet of 2.4 million vehicles and accounted for nearly $38 billion in revenue through a network of more than 9,500 fully-staffed neighborhood and airport rental locations in more than 90 countries and territories.
**Responsibilities**
We are now hiring for immediate openings in our Sales Management Training program. As a MT, you'll start learning our business from day one while based out of one of our neighborhood branches. You will be entrusted to serve as both the face of Enterprise to customers and partners and the behind-the-scenes operational expert. In our structured program, you will master the knowledge and skills you need to eventually run your own branch, cultivate new business and develop your team.
In our hands-on learning environment, you will receive the guidance, mentoring, and support you need to be successful. You will also get out into the community and establish the relationships essential to building your own business.
We'll teach you how to excel at customer service, sales and marketing, finance, and operations. And you'll learn what it means to always put our customers first. Ours is a culture of friendly competition, which is critical to growing our business - and your success.
_Equal Opportunity Employer/Disability/Veteran_
**Qualifications**
+ Bachelors Degree required.
+ Must have a minimum of 1 year experience in sales, customer service, management or leadership.
+ Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future.
+ This position requires a valid CA driver's license.
_We will consider qualified applicants with criminal histories as required by, and consistent with, applicable law._
Enterprise Mobility/Enterprise Rent-A-Car/Alamo Rent A Car and National Car Rental seeks and values people of all backgrounds because every employee, customer and business partner is important. Enterprise Mobility is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use this alternative email address ( ) to contact us about your interest in employment.