wealth & asset management consultant

Acenet consulting

<div><div><b>Experience:</b> 12 to 20 years
<br>
<b>Location:</b> Dubai
<br>
<b>Job code:</b> 101432
<br>
<b>Posted on:</b> Feb 12, 2026<br>
</div><br>
<p>About Us<br>
AceNet Consulting is a fast-growing global business and technology consulting firm leveraging a consultative approach, deep domain expertise, and strong technology capabilities across business transformation, IT strategy &amp; architecture, digital transformation, data engineering &amp; analytics, AI/ML, cloud &amp; infrastructure, enterprise applications, and emerging technologies to deliver value to our global clients. AceNet&rsquo;s marquee clients include Tier-1 and Tier-2 banking &amp; financial services, asset &amp; wealth management, healthcare, consumer retail, eCommerce &amp; logistics, engineering, government &amp; public sectors, consulting, and technology firms. With presence across Abu Dhabi (UAE), Texas (USA), and India (Bangalore, Gurgaon &amp; Pune), AceNet brings strong consulting and delivery capabilities across project staffing, managed services, outsourcing, and offshoring.</p>
<p>Job Summary<br>
We are seeking an experienced Techno-Functional FinIQ Consultant to join our Wealth &amp; Asset Management team in Dubai. The ideal candidate will combine functional expertise in structured products and wealth management workflows with hands-on knowledge of the FinIQ platform, acting as the bridge between business stakeholders and technology teams to deliver scalable, compliant, and efficient solutions.</p>
<div>Key Responsibilities<br>
<ul><li>Stakeholder Management: Collaborate with portfolio managers, product specialists, risk, operations, and compliance teams to gather, analyze, and validate business requirements.</li><li>Business Analysis: Document workflows for structured products, pricing engines, trade capture, risk analytics, settlement, and reporting, ensuring alignment with business objectives.</li><li>System Configuration: Perform hands-on configuration of FinIQ modules, tailoring solutions to Wealth &amp; Asset Management processes.</li><li>Integration Oversight: Coordinate integration projects with external systems (trading platforms, risk engines, compliance tools, settlement systems) using FIX, SWIFT, REST APIs, and MQ messaging.</li><li>Project Delivery: Lead UAT, training sessions, and change management initiatives, ensuring smooth adoption of new functionalities.</li><li>Process Expertise: Provide deep functional insights into structured products, wealth management workflows, trade lifecycle, reconciliation, and compliance reporting.</li><li>Continuous Improvement: Identify opportunities to optimize workflows, enhance system performance, and improve operational efficiency.</li></ul></div>
<div>Required Skills &amp; Experience<br>
<ul><li>12+ years of techno-functional experience with the FinIQ platform in Wealth &amp; Asset Management.</li><li>Hands-on expertise in FinIQ modules (structured products, pricing, risk, settlement, reporting).</li><li>Strong functional knowledge of wealth management workflows, structured product lifecycle, and compliance processes.</li><li>Familiarity with financial instruments: equities, fixed income, derivatives, FX, structured products.</li><li>Technical understanding of SQL/Oracle databases, APIs, FIX protocol, SWIFT messaging, and Unix/Linux scripting (to collaborate effectively with technical teams).</li><li>Proven ability to translate business requirements into system solutions.</li><li>Excellent stakeholder management, communication, and project management skills.</li></ul></div>
<div>Preferred Qualifications<br>
<ul><li>Experience in Wealth &amp; Asset Management domain projects with structured products focus.</li><li>Exposure to FinIQ upgrades, patches, and new module implementations.</li><li>Background in Agile/Scrum methodologies.</li><li>Prior experience working in the Middle East financial services sector is a plus</li></ul></div>
<div>Why Join Us:<br>
<ul><li>Opportunities to work on transformative projects, cutting-edge technology and innovative solutions with leading global firms across industry sectors.</li><li>Continuous investment in employee growth and professional development with a strong focus on up &amp; re-skilling.</li><li>Competitive compensation &amp; benefits, ESOPs and international assignments.</li><li>Supportive environment with healthy work-life balance and a focus on employee well-being.</li><li>Open culture that values diverse perspectives, encourages transparent communication and rewards contributions.</li></ul></div>
<p>How to Apply:<br>
If you are interested in joining our team and meet the qualifications listed above, please apply and submit your resume highlighting why you are the ideal candidate for this position.</p></div>

FinIQ Consultant

Acenet

<p><b>Experience:</b> 12 to 20 years<br/><b>Location:</b> Dubai</p><p><b>About Us</b><br/>AceNet Consulting is a fast-growing global business and technology consulting firm leveraging a consultative approach, deep domain expertise, and strong technology capabilities across business transformation, IT strategy &amp; architecture, digital transformation, data engineering &amp; analytics, AI/ML, cloud &amp; infrastructure, enterprise applications, and emerging technologies to deliver value to our global clients. AceNet&rsquo;s marquee clients include Tier-1 and Tier-2 banking &amp; financial services, asset &amp; wealth management, healthcare, consumer retail, eCommerce &amp; logistics, engineering, government &amp; public sectors, consulting, and technology firms. With presence across Abu Dhabi (UAE), Texas (USA), and India (Bangalore, Gurgaon &amp; Pune), AceNet brings strong consulting and delivery capabilities across project staffing, managed services, outsourcing, and offshoring.</p><p><b>Job Summary</b><br/>We are seeking a seasoned Techno-Functional Calypso Consultant to join our Wealth &amp; Asset Management team in Dubai. The ideal candidate will combine strong functional domain expertise with hands-on Calypso product knowledge, acting as the bridge between business stakeholders and technical teams to deliver robust, scalable solutions across front-to-back office processes</p><p><b>Key Responsibilities</b><br/>*Stakeholder Management: Engage with portfolio managers, risk teams, operations, and compliance stakeholders to gather, analyze, and validate business requirements.<br/>*Business Analysis: Document workflows for trade lifecycle, collateral management, risk analytics, and settlement processes, ensuring alignment with business objectives.<br/>*System Configuration: Perform hands-on configuration of Calypso modules and workflows, tailoring solutions to Wealth &amp; Asset Management needs.<br/>*Integration Oversight: Coordinate integration projects with external systems (trading platforms, risk engines, settlement systems) using FIX, SWIFT, and APIs.<br/>*Project Delivery: Lead UAT, training sessions, and change management initiatives, ensuring smooth adoption of new functionalities.<br/>*Process Expertise: Provide deep functional insights into derivatives, FX, fixed income, structured products, and regulatory reporting.<br/>*Continuous Improvement: Identify opportunities to optimize workflows, enhance system performance, and improve operational efficiency.</p><p><b>Required Skills &amp; Experience</b><br/>*12+ years of techno-functional experience with the Calypso platform.<br/>*Hands-on expertise in Calypso configuration, workflows, and parameterization.<br/>*Strong functional knowledge of trade lifecycle, risk management, collateral, and compliance processes.<br/>*Familiarity with financial instruments: equities, fixed income, derivatives, FX, structured products.<br/>*Technical understanding of Calypso APIs, SQL/Oracle databases, Unix/Linux scripting (for effective collaboration with technical teams).<br/>*Proven ability to translate business requirements into system solutions.<br/>*Excellent stakeholder engagement, communication, and project management skills.</p><p><b>Preferred Qualifications: </b><br/>*Experience in Wealth &amp; Asset Management domain projects.<br/>*Exposure to Calypso upgrades, patches, and new module implementations.<br/>*Background in Agile/Scrum methodologies.<br/>*Prior experience working in the Middle East financial services sector is a plus.</p><p>Job Type: Full-time</p>

Calypso Consultant

<div><div><b>Experience:</b> 12 to 20 years
<br>
<b>Location:</b> Dubai
<br>
<b>Job code:</b> 101431
<br>
<b>Posted on:</b> Feb 12, 2026<br>
</div><br>
<p>About Us<br>
AceNet Consulting is a fast-growing global business and technology consulting firm leveraging a consultative approach, deep domain expertise, and strong technology capabilities across business transformation, IT strategy &amp; architecture, digital transformation, data engineering &amp; analytics, AI/ML, cloud &amp; infrastructure, enterprise applications, and emerging technologies to deliver value to our global clients. AceNet&rsquo;s marquee clients include Tier-1 and Tier-2 banking &amp; financial services, asset &amp; wealth management, healthcare, consumer retail, eCommerce &amp; logistics, engineering, government &amp; public sectors, consulting, and technology firms. With presence across Abu Dhabi (UAE), Texas (USA), and India (Bangalore, Gurgaon &amp; Pune), AceNet brings strong consulting and delivery capabilities across project staffing, managed services, outsourcing, and offshoring.</p>
<p>Job Summary<br>
We are seeking a highly skilled Techno-Functional Avaloq Consultant to join our Wealth &amp; Asset Management team in Dubai. The ideal candidate will combine functional expertise in wealth management processes with hands-on experience in Avaloq Banking Suite, acting as the bridge between business stakeholders and technology teams to deliver efficient, compliant, and scalable solutions.</p>
<div>Key Responsibilities<br>
<ul><li>Stakeholder Management: Collaborate with portfolio managers, operations, compliance, and finance teams to gather, analyze, and validate business requirements.</li><li>Business Analysis: Document workflows for portfolio management, trading, settlement, corporate actions, and reporting, ensuring alignment with business objectives.</li><li>System Configuration: Perform hands-on parameterization and configuration of Avaloq modules, tailoring solutions to Wealth &amp; Asset Management needs.</li><li>Integration Oversight: Coordinate integration projects with external systems (trading platforms, custodians, risk engines, compliance tools) using APIs, FIX, and SWIFT messaging.</li><li>Project Delivery: Lead UAT, training sessions, and change management initiatives, ensuring smooth adoption of new functionalities.</li><li>Process Expertise: Provide deep functional insights into fund accounting, reconciliation, corporate actions, and regulatory reporting.</li><li>Continuous Improvement: Identify opportunities to streamline workflows, enhance reporting accuracy, and improve operational efficiency.</li></ul></div>
<div>Required Skills &amp; Experience<br>
<ul><li>12+ years of techno-functional experience with Avaloq Banking Suite in Wealth &amp; Asset Management.</li><li>Hands-on expertise in Avaloq parameterization, APL scripting, and PL/SQL.</li><li>Strong functional knowledge of portfolio accounting, fund administration, reconciliation, and compliance processes.</li><li>Familiarity with financial instruments: equities, fixed income, derivatives, FX.</li><li>Technical understanding of Oracle databases, APIs, FIX protocol, and SWIFT messaging (to collaborate effectively with technical teams).</li><li>Proven ability to translate business requirements into system solutions.</li><li>Excellent stakeholder management, communication, and project management skills.</li></ul></div>
<div>Preferred Qualifications<br>
<ul><li>Experience in Wealth &amp; Asset Management domain projects.</li><li>Exposure to Avaloq upgrades, patches, and new module implementations.</li><li>Background in Agile/Scrum methodologies.</li><li>Prior experience working in the Middle East financial services sector is a plus</li></ul></div>
<div>Why Join Us:<br>
<ul><li>Opportunities to work on transformative projects, cutting-edge technology and innovative solutions with leading global firms across industry sectors.</li><li>Continuous investment in employee growth and professional development with a strong focus on up &amp; re-skilling.</li><li>Competitive compensation &amp; benefits, ESOPs and international assignments.</li><li>Supportive environment with healthy work-life balance and a focus on employee well-being.</li><li>Open culture that values diverse perspectives, encourages transparent communication and rewards contributions.</li></ul></div>
<p>How to Apply:<br>
If you are interested in joining our team and meet the qualifications listed above, please apply and submit your resume highlighting why you are the ideal candidate for this position.</p></div>

Avaloq Consultant

<div><div><b>Experience:</b> 12 to 20 years
<br>
<b>Location:</b> Dubai
<br>
<b>Job code:</b> 101428
<br>
<b>Posted on:</b> Feb 12, 2026<br>
</div><br>
<p>About Us<br>
AceNet Consulting is a fast-growing global business and technology consulting firm leveraging a consultative approach, deep domain expertise, and strong technology capabilities across business transformation, IT strategy &amp; architecture, digital transformation, data engineering &amp; analytics, AI/ML, cloud &amp; infrastructure, enterprise applications, and emerging technologies to deliver value to our global clients. AceNet&rsquo;s marquee clients include Tier-1 and Tier-2 banking &amp; financial services, asset &amp; wealth management, healthcare, consumer retail, eCommerce &amp; logistics, engineering, government &amp; public sectors, consulting, and technology firms. With presence across Abu Dhabi (UAE), Texas (USA), and India (Bangalore, Gurgaon &amp; Pune), AceNet brings strong consulting and delivery capabilities across project staffing, managed services, outsourcing, and offshoring.</p>
<p>Job Summary<br>
We are seeking a seasoned Techno-Functional Calypso Consultant to join our Wealth &amp; Asset Management team in Dubai. The ideal candidate will combine strong functional domain expertise with hands-on Calypso product knowledge, acting as the bridge between business stakeholders and technical teams to deliver robust, scalable solutions across front-to-back office processes</p>
<div>Key Responsibilities<br>
<ul><li>Stakeholder Management: Engage with portfolio managers, risk teams, operations, and compliance stakeholders to gather, analyze, and validate business requirements.</li><li>Business Analysis: Document workflows for trade lifecycle, collateral management, risk analytics, and settlement processes, ensuring alignment with business objectives.</li><li>System Configuration: Perform hands-on configuration of Calypso modules and workflows, tailoring solutions to Wealth &amp; Asset Management needs.</li><li>Integration Oversight: Coordinate integration projects with external systems (trading platforms, risk engines, settlement systems) using FIX, SWIFT, and APIs.</li><li>Project Delivery: Lead UAT, training sessions, and change management initiatives, ensuring smooth adoption of new functionalities.</li><li>Process Expertise: Provide deep functional insights into derivatives, FX, fixed income, structured products, and regulatory reporting.</li><li>Continuous Improvement: Identify opportunities to optimize workflows, enhance system performance, and improve operational efficiency.</li></ul></div>
<div>Required Skills &amp; Experience<br>
<ul><li>12+ years of techno-functional experience with the Calypso platform.</li><li>Hands-on expertise in Calypso configuration, workflows, and parameterization.</li><li>Strong functional knowledge of trade lifecycle, risk management, collateral, and compliance processes.</li><li>Familiarity with financial instruments: equities, fixed income, derivatives, FX, structured products.</li><li>Technical understanding of Calypso APIs, SQL/Oracle databases, Unix/Linux scripting (for effective collaboration with technical teams).</li><li>Proven ability to translate business requirements into system solutions.</li><li>Excellent stakeholder engagement, communication, and project management skills.</li></ul></div>
<div>Preferred Qualifications<br>
<ul><li>Experience in Wealth &amp; Asset Management domain projects.</li><li>Exposure to Calypso upgrades, patches, and new module implementations.</li><li>Background in Agile/Scrum methodologies.</li><li>Prior experience working in the Middle East financial services sector is a plus.</li></ul></div>
<div>Why Join Us:<br>
<ul><li>Opportunities to work on transformative projects, cutting-edge technology and innovative solutions with leading global firms across industry sectors.</li><li>Continuous investment in employee growth and professional development with a strong focus on up &amp; re-skilling.</li><li>Competitive compensation &amp; benefits, ESOPs and international assignments.</li><li>Supportive environment with healthy work-life balance and a focus on employee well-being.</li><li>Open culture that values diverse perspectives, encourages transparent communication and rewards contributions.</li></ul></div>
<p>How to Apply:<br>
If you are interested in joining our team and meet the qualifications listed above, please apply and submit your resume highlighting why you are the ideal candidate for this position.</p></div>

<div><div><b>Experience:</b> 12 to 20 years
<br>
<b>Location:</b> Dubai
<br>
<b>Job code:</b> 101430
<br>
<b>Posted on:</b> Feb 12, 2026<br>
</div><br>
<p>About Us<br>
AceNet Consulting is a fast-growing global business and technology consulting firm leveraging a consultative approach, deep domain expertise, and strong technology capabilities across business transformation, IT strategy &amp; architecture, digital transformation, data engineering &amp; analytics, AI/ML, cloud &amp; infrastructure, enterprise applications, and emerging technologies to deliver value to our global clients. AceNet&rsquo;s marquee clients include Tier-1 and Tier-2 banking &amp; financial services, asset &amp; wealth management, healthcare, consumer retail, eCommerce &amp; logistics, engineering, government &amp; public sectors, consulting, and technology firms. With presence across Abu Dhabi (UAE), Texas (USA), and India (Bangalore, Gurgaon &amp; Pune), AceNet brings strong consulting and delivery capabilities across project staffing, managed services, outsourcing, and offshoring.</p>
<p>Job Summary<br>
We are seeking an experienced Techno-Functional Advent Synchova Consultant to join our Wealth &amp; Asset Management team in Dubai. The ideal candidate will combine strong functional expertise in portfolio accounting and reporting with hands-on knowledge of Advent Synchova, acting as the bridge between business stakeholders and technology teams to deliver efficient, compliant, and scalable solutions.</p>
<div>Key Responsibilities<br>
<ul><li>Stakeholder Management: Collaborate with portfolio managers, operations, compliance, and finance teams to gather, analyze, and validate business requirements.</li><li>Business Analysis: Document workflows for portfolio accounting, NAV calculation, reconciliation, and compliance reporting, ensuring alignment with business objectives.</li><li>System Configuration: Perform hands-on configuration of Advent Synchova modules, tailoring accounting and reporting processes to Wealth &amp; Asset Management needs.</li><li>Integration Oversight: Coordinate integration projects with external systems (trading platforms, custodians, settlement systems) using APIs, FIX, and SWIFT messaging.</li><li>Project Delivery: Lead UAT, training sessions, and change management initiatives, ensuring smooth adoption of new functionalities.</li><li>Process Expertise: Provide deep functional insights into fund accounting, portfolio reconciliation, corporate actions, and regulatory reporting.</li><li>Continuous Improvement: Identify opportunities to streamline workflows, enhance reporting accuracy, and improve operational efficiency.</li></ul></div>
<div>Required Skills &amp; Experience<br>
<ul><li>12+ years of techno-functional experience with Advent Synchova in Wealth &amp; Asset Management.</li><li>Hands-on expertise in Synchova configuration, workflows, and reporting modules.</li><li>Strong functional knowledge of portfolio accounting, NAV calculation, reconciliation, and compliance processes.</li><li>Familiarity with financial instruments: equities, fixed income, derivatives, FX.</li><li>Technical understanding of SQL/Oracle databases, APIs, FIX protocol, and SWIFT messaging (to collaborate effectively with technical teams).</li><li>Proven ability to translate business requirements into system solutions.</li><li>Excellent stakeholder management, communication, and project management skills.</li></ul></div>
<div>Preferred Qualifications<br>
<ul><li>Experience in Wealth &amp; Asset Management domain projects.</li><li>Exposure to Advent Moxy for trade order management and integration with Synchova.</li><li>Background in Agile/Scrum methodologies.</li><li>Prior experience working in the Middle East financial services sector is a plus.</li></ul>
<br>
Why Join Us:<br>
<ul><li>Opportunities to work on transformative projects, cutting-edge technology and innovative solutions with leading global firms across industry sectors.</li><li>Continuous investment in employee growth and professional development with a strong focus on up &amp; re-skilling.</li><li>Competitive compensation &amp; benefits, ESOPs and international assignments.</li><li>Supportive environment with healthy work-life balance and a focus on employee well-being.</li><li>Open culture that values diverse perspectives, encourages transparent communication and rewards contributions.</li></ul>
How to Apply:<br>
If you are interested in joining our team and meet the qualifications listed above, please apply and submit your resume highlighting why you are the ideal candidate for this position.</div></div>

Advent Synchova Consultant

<div><div><b>Experience:</b> 12 to 20 years
<br>
<b>Location:</b> Dubai
<br>
<b>Job code:</b> 101429
<br>
<b>Posted on:</b> Feb 12, 2026<br>
</div><br>
<p>About Us<br>
AceNet Consulting is a fast-growing global business and technology consulting firm leveraging a consultative approach, deep domain expertise, and strong technology capabilities across business transformation, IT strategy &amp; architecture, digital transformation, data engineering &amp; analytics, AI/ML, cloud &amp; infrastructure, enterprise applications, and emerging technologies to deliver value to our global clients. AceNet&rsquo;s marquee clients include Tier-1 and Tier-2 banking &amp; financial services, asset &amp; wealth management, healthcare, consumer retail, eCommerce &amp; logistics, engineering, government &amp; public sectors, consulting, and technology firms. With presence across Abu Dhabi (UAE), Texas (USA), and India (Bangalore, Gurgaon &amp; Pune), AceNet brings strong consulting and delivery capabilities across project staffing, managed services, outsourcing, and offshoring.</p>
<p>Job Summary<br>
We are seeking a highly skilled Techno-Functional Advent Moxy Consultant to join our Wealth &amp; Asset Management team in Dubai. The ideal candidate will combine strong functional expertise in trade order management and portfolio workflows with hands-on experience in Advent Moxy, acting as the bridge between business stakeholders and technology teams to deliver scalable, compliant, and efficient solutions.</p>
<div>Key Responsibilities<br>
Stakeholder Engagement: Collaborate with portfolio managers, traders, operations, and compliance teams to gather, analyze, and validate business requirements.<br>
Business Analysis: Document workflows for trade order routing, compliance checks, portfolio accounting, and reconciliation, ensuring alignment with business objectives.<br>
<ul><li>System Configuration: Perform hands-on configuration of Advent Moxy modules, tailoring order management workflows to Wealth &amp; Asset Management processes.</li><li>Integration Oversight: Coordinate integration projects with external systems (trading platforms, settlement systems, risk engines) using FIX, SWIFT, and APIs.</li><li>Project Delivery: Lead UAT, training sessions, and change management initiatives, ensuring smooth adoption of new functionalities.</li><li>Process Expertise: Provide deep functional insights into portfolio accounting, compliance reporting, and trade lifecycle management.</li><li>Continuous Improvement: Identify opportunities to optimize workflows, enhance system performance, and improve operational efficiency.</li></ul></div>
<div>Required Skills &amp; Experience<br>
<ul><li>12+ years of techno-functional experience with Advent Moxy in Wealth &amp; Asset Management.</li><li>Hands-on expertise in Moxy configuration, workflows, and compliance modules.</li><li>Strong functional knowledge of portfolio accounting, trade order workflows, reconciliation, and compliance processes.</li><li>Familiarity with financial instruments: equities, fixed income, derivatives, FX.</li><li>Technical understanding of SQL/Oracle databases, FIX protocol, and APIs (to collaborate effectively with technical teams).</li><li>Proven ability to translate business requirements into system solutions.</li><li>Excellent stakeholder management, communication, and project management skills.</li></ul>
Preferred Qualifications<br>
<ul><li>Experience in Wealth &amp; Asset Management domain projects.</li></ul>
Exposure to Advent Synchova for portfolio accounting and reporting.<br>
<ul><li>Background in Agile/Scrum methodologies.</li><li>Prior experience working in the Middle East financial services sector is a plus.</li></ul></div>
<div>Why Join Us:<br>
<ul><li>Opportunities to work on transformative projects, cutting-edge technology and innovative solutions with leading global firms across industry sectors.</li><li>Continuous investment in employee growth and professional development with a strong focus on up &amp; re-skilling.</li><li>Competitive compensation &amp; benefits, ESOPs and international assignments.</li><li>Supportive environment with healthy work-life balance and a focus on employee well-being.</li><li>Open culture that values diverse perspectives, encourages transparent communication and rewards contributions.</li></ul></div>
<p>How to Apply:<br>
If you are interested in joining our team and meet the qualifications listed above, please apply and submit your resume highlighting why you are the ideal candidate for this position.</p></div>

Advent Moxy Consultant

TIAA

<div>Sr WM Client Relationship Consultant<br>
The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants.<br>
<br>
Key Responsibilities and Duties<ul><li>
Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.</li><br>
<li>
Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.</li><br>
<li>
Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.</li><br>
<li>
Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.</li><br>
<li>
Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).</li><br>
<li>
Identifies client concerns and gathers additional information regarding clients&rsquo; current financial situation and potential future needs.</li><br>
<li>
Identifies sales and asset retention opportunities.</li><br>
<li>
Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.</li><br>
<li>
Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services.</li></ul>
Educational Requirements<ul><li>
University (Degree) Preferred</li></ul>
Work Experience<ul><li>
3+ Years Required; 5+ Years Preferred</li></ul>
FINRA Registrations<ul><li>
SRC Indicator: Series 7; Series 63; Series 65; Series 66</li></ul>
Licenses and Certifications<ul><li>
Life and Health Insurance License (Resident State) - Multiple Issuers required</li></ul>
Physical Requirements<ul><li>
Physical Requirements: Sedentary Work</li></ul><br>
Career Level<br>
 7IC<div></div><div><br>
Required Skills:</div><ul><li>
3+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.</li><li>
Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 and Life &amp; Health Insurance License within 120 days of start date.</li><li>
Understanding of investment products, financial planning concepts, and wealth management solutions.</li><li>
Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.</li></ul><div></div><div>
Preferred Skills:</div><ul><li>
5+ years in wealth management, financial advisory support, or client service roles within the financial services industry</li></ul><div></div>
Related Skills<div></div>
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 Management<div></div><div>
Anticipated Posting End Date:</div>
2026-02-28<div></div>
Base Pay Range: $79,800/yr - $94,200/yr<div></div><div>
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).</div><div></div><div>
_____________________________________________________________________________________________________</div><div></div><div>
Company Overview</div><div>
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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.</div><div></div><div>
Our Culture of Impact</div><div>
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways&mdash;because when our people succeed, our impact on clients' lives grows stronger.</div><div></div><div>
Benefits and Total Rewards</div><div>
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&rsquo;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 <div>Benefits Summary</div>.</div><div></div><div>
Equal Opportunity</div><div>
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.</div><div></div><div>
Our full EEO &amp; Non-Discrimination statement is on our <div>careers home page</div>, and you can read more about your rights and view government notices <div>here</div>.</div><div></div><div>
Accessibility Support</div><div>
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.</div><div></div><div>
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:</div><div></div><div>
Phone: (800) 842-2755</div><div>
Email: <div>accessibility.support@tiaa.org</div></div><div></div><div>
Drug and Smoking Policy</div><div>
TIAA maintains a drug-free and smoke/free workplace.</div></div><div></div>

Wealth Management Client Relationship Manager

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