Max Bozymski
Wealth Client Relationship Manager
- Role
- Wealth Client Relationship Manager at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Max Bozymski
As a Wealth Client Relationship Manager at TIAA, I collaborate closely with Wealth Management Advisors to deepen relationships with high-net-worth clients—helping them achieve long-term financial goals through tailored solutions and referral-driven growth.My role includes:Operational leadership of advisory teams in support of high-net-worth clients—managing a dedicated book of business, executing financial plan recommendations, and coordinating asset consolidation.Building meaningful, long-lasting client relationships and delivering tailored planning solutions informed by comprehensive investment knowledge and proactive communication.Delivering exceptional client service through clear, consultative communication, effective time and resource management, and collaboration across functional teams.I strive to empower clients with confidence and clarity—guiding them to navigate life’s financial milestones with the assurance of tailored advice, unwavering integrity, and long-term vision.
Experience
Wealth Client Relationship Manager
Mar 2024 — Present · Charlotte, NC, US
Education
Elon University
Strategic Communications
2018 — 2022
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