Wealth Management Client Relationship Manager

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

Sr WM Client Relationship Consultant

Partners with Wealth Management Advisors to deliver client service and support high‑net‑worth and complex clients. Works under limited supervision to operationally lead advisory teams, help clients achieve financial goals, implement financial plan recommendations, coordinate asset consolidation, and coach lower‑level Client Relationship Consultants.

Key Responsibilities

• Manages and grows individual relationships with high‑net‑worth and complex clients across all products and services, focusing on building a book of businesses, strengthening relationships, and growing and retaining assets.
• Leads advisory team practice‑management meetings to promote efficient and effective practices and supports the team in overall book‑management strategy.
• Ensures delivery of client service and sales support as part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
• Guides clients on income execution, including assisting with forms and reviewing them 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 about current financial situations and future needs.
• Identifies sales and asset retention opportunities.
• Oversees sales‑cycle management activities, including follow‑through on asset‑growth opportunities to ensure timely execution.
• Supervises client outreach and marketing campaigns designed 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 FINRA registrations: Series 7, Series 66 or Series 63, and Series 65, plus a 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 collaborate 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.

Related Skills

• Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.

Anticipated Posting End Date: 2026-08-31

Base Pay Range: $35.00/hr – $37.50/hr