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Director, Wealth Client Relationship Manager
TIAA
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Dallas, United States
Location
Dallas
Posted
June 12, 2026
Commute
Local Area
Local Opportunity Near You!
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Job Description
**Wealth Client Relationship Mgmt**
The Wealth Client Relationship Management job supervises professional level employees and partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Delivery Manager to contribute advice to clients as well as recommend value-added products and services. In addition, as a people manager, this job sets goals and objectives for team members and provides oversight and feedback to ensure that team members are delivering high quality service to clients.
**Key Responsibilities and Duties**
+ Develops and implements strategic and tactical plans with strong considerations to client challenges.
+ Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity...
The Wealth Client Relationship Management job supervises professional level employees and partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Delivery Manager to contribute advice to clients as well as recommend value-added products and services. In addition, as a people manager, this job sets goals and objectives for team members and provides oversight and feedback to ensure that team members are delivering high quality service to clients.
**Key Responsibilities and Duties**
+ Develops and implements strategic and tactical plans with strong considerations to client challenges.
+ Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity...