Senior Wealth Management Client Relationship Lead

TIAA; Pasadena (CA); On-site; USD 72,800 - 78,000; Full time

Job summary

TIAA in Pasadena, CA is seeking a Sr WM Client Relationship Consultant to partner with Wealth Management Advisors, deliver client service, and support high-net-worth and complex clients. The role leads advisory teams in executing financial plans and coordinating asset consolidation.

You will coach junior consultants, oversee client outreach and campaigns, and guide clients on income execution and form reviews.

Qualifications

• 3+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
• FINRA registrations Series 7, Series 66 or Series 63 and Series 65 and Life & Health Insurance License within 120 days of start date.
• Understanding of investment products, financial planning concepts, and wealth management solutions.
• Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.

Responsibilities

• Manages and grows relationships with high-net-worth and complex clients across products and services, focusing on book of business growth and asset retention.
• Leads advisory team practice management meetings to promote efficient practices and supports advisory team in book management strategy.
• Ensures delivery of client service and sales support as part of the Wealth Management advisory team, focusing on advice implementation and asset coordination.
• Guides clients on income execution, including assisting with forms and accuracy checks.

Skills

Relationship management

FINRA licenses

Investment knowledge

Communication

Education

University degree preferred

Job description

TIAA in Pasadena, CA is seeking a Sr WM Client Relationship Consultant to partner with Wealth Management Advisors, deliver client service, and support high-net-worth and complex clients. The role leads advisory teams in executing financial plans and coordinating asset consolidation.

You will coach junior consultants, oversee client outreach and campaigns, and guide clients on income execution and form reviews.