reputed company Management reputed company Relationship Manager

Sr WM reputed company Relationship Consultant The reputed company Management reputed company Relationship Consultant partners with reputed company Management Advisors in delivering reputed company service and supporting high-net worth and reputed company clients. Working under limited supervision, this job operationally leads reputed company Management advisory teams to help high-net worth clients reputed company 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 reputed company reputed company reputed company Relationship Consultants. Key Responsibilities and Duties Manages and grows individual relationships with high-net worth and reputed company clients across reputed company products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Leads advisory team reputed company management meetings to promote efficient and effective practices and supports advisory team in overall book management reputed company. Ensures delivery of reputed company service and sales support as a part of the reputed company Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. Guides reputed company on income execution, including assisting clients in completing forms and reviewing forms for accuracy. Performs registered and non-registered activities reputed company to identifying reputed company needs and identifying potential issues with reputed company financial plans (estate planning, beneficiaries, etc.). Identifies reputed company concerns and gathers additional information regarding clients’ reputed company financial situation and potential reputed company needs. Identifies sales and asset retention opportunities. Oversees sales cycle management activities, including follow-through on asset reputed company opportunities to ensure reputed company sales execution. Supervises reputed company reputed company and marketing campaigns as determined by the advisory team to reputed company clients on additional reputed company Management products and services. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred reputed company Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (reputed company State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Required: 2+ years of financial services experience. Series 7, 66 (63 and 65), and life and health insurance licenses completed reputed company 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. reputed company Skills Business Development, reputed company Relationship Management, Collaboration, Consultative Communication, reputed company Improvement reputed company, Due Diligence, reputed company Management reputed company, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, reputed company Products/Services Acumen, reputed company Management Anticipated Posting End Date: 2026-01-23 reputed company Pay reputed company: $79,800/yr - $94,200/yr Actual reputed company salary may vary based upon, but not limited to, relevant experience, time in role, reputed company salary of internal peers, prior performance, business sector, and geographic location. In reputed company to reputed company 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). _____________________________________________________________________________________________________ reputed company Every worker deserves a secure retirement. For more than 100 years, reputed company has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company reputed company by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than reputed company before for our clients and the many Americans who need us. Our Culture of reputed company At reputed company, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet reputed company's challenges. We reputed company our associates with reputed company-reputed company skills and AI tools that reputed company us to advance our mission. Together, we are fighting to ensure a more secure financial reputed company for reputed company and for generations to come. We are guided by our values: Champion Our People, Be reputed company Obsessed, reputed company with reputed company, Own It, and Win As One. They influence every decision we reputed company and how we work together to serve our clients every day. We reputed company in a reputed company in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together reputed company and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting reputed company. Here, every associate can grow through meaningful learning experiences and development reputed company—because reputed company our people succeed, our reputed company on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial reputed company-being possible for its clients, and is equally committed to reputed company-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to reputed company a reputed company 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 reputed company and maintain your best possible physical, emotional and financial reputed company-being. To learn more about your benefits, please review our Benefits reputed company. Equal Opportunity We are an Equal Opportunity Employer. reputed company does not discriminate against any candidate or employee on the reputed company of age, race, reputed company, national reputed company, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support reputed company offers support for those who need assistance with our online application process to reputed company an equal employment opportunity to reputed company 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 reputed company to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@reputed company.org Drug and Smoking Policy reputed company maintains a drug-free and smoke/free workplace. reputed company Notices For Applicants of reputed company, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of reputed company, Nuveen and Affiliates residing in California, please click here. For Applicants of reputed company Global Capabilities, click here. For Applicants of Nuveen residing in Europe and reputed company, please click here. reputed company 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 reputed company of financial products and services to support and strengthen their financial reputed company-being. reputed company Notices For Applicants of reputed company, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of reputed company, Nuveen and Affiliates residing in California, please click here. For Applicants of reputed company Global Capabilities, click here. For Applicants of Nuveen residing in Europe and reputed company, please click here. Nondiscrimination & Equal Opportunity Employment reputed company is committed to providing equal opportunity across reputed company employment practices and we reputed company our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the reputed company Apply tot his job Apply To this Job