As a Strategic Lead for Partnerships at Bergzeit, develop and enhance strategic partnerships and community initiatives in the outdoor sector. Drive creative concepts and cross - promotion campaigns with strong community integration.
About the role
- Wealth Management Client Relationship Manager partnering with Advisors on financial solutions for high-net worth clients. Team collaboration to achieve financial goals and service excellence.
Responsibilities
- Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients
- Operationally lead Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
- Manage responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
- Build meaningful and long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions.
Requirements
- 2+ Years Required; 3+ Years Preferred
- University (Degree) Preferred
- FINRA Registrations: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) required within 120 Days
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings
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