Senior Wealth Management Client Partner

TIAA; Seattle (WA); On-site; USD 35,000 - 37,500; Full time

Job summary

TIAA is seeking a Sr WM Client Relationship Consultant to partner with Wealth Management Advisors in Seattle, delivering high‑level client service to high‑net‑worth and complex clients. You will lead advisory teams under limited supervision, help clients achieve financial goals, and coordinate asset consolidation.

You will guide on income execution, review forms for accuracy, oversee sales-cycle activities, and coach junior consultants while identifying asset retention opportunities within the

Qualifications

• 3+ years in client relationship management in financial services.
• FINRA registrations: Series 7, Series 63, Series 65, Series 66.
• Life & health insurance licensed (resident state).
• Strong knowledge of wealth management products and financial planning.
• Excellent communication and collaboration with advisors and teams.

Responsibilities

• Manage and grow relationships with high‑net‑worth clients across products and services.
• Lead advisory team meetings to support book‑management strategy.
• Ensure delivery of client service and sales support within Wealth Management.
• Guide clients on income execution and review forms for accuracy.
• Identify client needs and potential issues in financial plans.
• Identify opportunities for asset growth and retention.
• Oversee sales‑cycle activities to ensure timely asset growth execution.
• Supervise outreach and marketing campaigns educating clients on Wealth Management products.

Skills

Client relationship building

Communication

Financial planning concepts

Team collaboration

Cross-functional coordination

Education

University degree

Job description

TIAA is seeking a Sr WM Client Relationship Consultant to partner with Wealth Management Advisors in Seattle, delivering high‑level client service to high‑net‑worth and complex clients. You will lead advisory teams under limited supervision, help clients achieve financial goals, and coordinate asset consolidation.

You will guide on income execution, review forms for accuracy, oversee sales-cycle activities, and coach junior consultants while identifying asset retention opportunities within the