Wealth Management Client Relationship Manager

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

Overview

Sr WM Client Relationship Consultant
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 role 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 coordinating asset consolidation. This role also coaches and reviews the work of lower-level Client Relationship Consultants.

Key Responsibilities And Duties

• Manages and grows individual relationships with high-net-worth and complex clients across all products and services, focusing on building book of business, strengthening relationships, and growing and retaining assets.
• Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall 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 consolidation coordination.
• Guides clients on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
• Performs registered and non-registered activities related to identifying client needs and potential issues with current financial plans (estate planning, beneficiaries, etc.).
• Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.
• Identifies sales and asset retention opportunities.
• Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
• Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required

Physical Requirements

• Sedentary Work

Career Level

7IC

Required Skills

• 3+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
• Required to have 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.

Preferred Skills

• 5+ years in wealth management, financial advisory support, or client service roles within the financial services industry

Anticipated Posting End Date

2026-08-31

Base Pay and Benefits

Base Pay Range: $35.00/hr - $37.50/hr. Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the compensation package may include participation in incentive programs.

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it. We are a market-leading retirement company with a focus on asset management and client-focused wealth management solutions.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.