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Senior Wealth Management Client Relationship Lead
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-29
Listing for:
TIAA
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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