Rayna Holmberg
Rancho Palos Verdes
Summary
Dynamic Relationship Manager with a proven track record at Lincoln Financial, recognized for exceptional client retention and satisfaction. Expert in strategic selling and persuasive presentations, I excel in cultivating business relationships and leading cross-functional teams to achieve outstanding results. Committed to enhancing financial wellness through tailored advice and proactive communication.
Overview
25
25
years of professional experience
Work History
Relationship Manager
Lincoln Financial
Los Angeles
03.2017 - 10.2025
- Cultivated strong client relationships through personalized service and proactive communication.
- Recognized as 'Relationship Manager of the Year 2021' for exceptional performance.
- Coordinated account management resulting in timely resolution of inquiries and concerns.
- Managed cross-functional teams to execute client-focused initiatives effectively.
- Developed strategic plans aligning services with client objectives and needs.
- Facilitated training on relationship management best practices for junior staff.
- Negotiated contract terms to establish long-term partnerships.
- Implemented targeted outreach campaigns that increased client retention and satisfaction levels.
Dedicated Client Relationship Associate
Transamerica
Los Angeles
10.2015 - 03.2017
- Cultivated relationships with key decision makers across diverse businesses to drive engagement.
- Managed a portfolio of over 300 clients for Qualified Retirement Plans, ensuring satisfaction.
- Conducted presentations for key decision makers and strategic business partners at industry events.
- Educated clients on legislative changes impacting retirement planning to enhance understanding.
- Coordinated communication between clients and departments for seamless service delivery.
- Monitored performance metrics to identify trends in customer service issues and improve strategies.
- Provided timely responses to client inquiries via phone, email, or chat to maintain trust.
- Developed strong relationships with clients through regular follow-ups and proactive communication.
Senior Financial Consultant
TIAA-CREF
Pasadena
01.2012 - 02.2014
- Delivered comprehensive financial planning services to individual clients across multiple institutions.
- Provided personalized counseling on financial wellness, retirement readiness, education savings, estate planning, and insurance.
- Recognized as “Outstanding Team Member of the Quarter” by peers in December 2013.
- Achieved consistent sales targets and asset growth objectives through effective client engagement.
- Scheduled and facilitated client meetings to guide critical financial decision-making.
- Administered tailored advice to enhance participants' financial preparedness and asset retention.
- Supported clients in consolidating assets to optimize financial health and security.
- Promoted strategies for income planning to ensure long-term sustainability.
Senior Retirement Counselor
Fidelity Investments
Los Angeles
07.2006 - 03.2011
- Administered quarterly retirement workshops for faculty and staff at UCSB, UCI Medical, and UCR.
- Educated participants on UC retirement plans to enhance informed decision-making.
- Established strong relationships with key contacts to identify new workshop opportunities.
- Tracked event feedback and reporting while maintaining expertise in UC retirement programs.
- Achieved 98% approval rating for workshops, indicating high participant satisfaction.
Financial Planning Consultant
Fidelity Investments
Los Angeles
01.2001 - 06.2006
- Scheduled in-office meetings with Fidelity clients to enhance engagement.
- Analyzed client financial data to create customized investment strategies.
- Developed comprehensive financial plans using advanced software tools.
- Collaborated with clients to evaluate financial goals and risk tolerance.
- Managed client portfolios for alignment with defined financial objectives.
- Identified growth opportunities through extensive knowledge of Fidelity products.
- Attained multiple sales goals for mutual funds, managed accounts, and insurance products.
- Acquired new accounts by driving lead development initiatives.
Education
Bachelor of Arts - Liberal Studies
California State University Northridge
Northridge, CA05.1997
Associate of Arts -
Antelope Valley College
Lancaster, CA05.1994
Skills
- Sales expertise and strategic selling
- Client acquisition and retention
- Persuasive presentations and cold calling
- Territory management and customer service
- Verbal and written communication
- Team leadership and adaptability
- Problem solving and conflict resolution
- Time management and organizational skills
- Business relationship cultivation
- Wealth management and financial advising
Licensing
- FINRA Series 7
- CBEST
Activities
- Pasadena Jaycees (awarded Chairperson of the Year)
- Junior Achievement Volunteer
- YWCA Auxiliary Board Treasurer
- Kappa Kappa Gamma (Vice President of Organization, Fall 1995-1996)
Accomplishments
Relationship Manager of the Year 2021
Work Preference
Job Search Status
Not actively lookingWork Type
Full TimeLocation Preference
RemoteSalary Range
$139000/yr - $200000/yrTimeline
Relationship Manager
Lincoln Financial
03.2017 - 10.2025
Dedicated Client Relationship Associate
Transamerica
10.2015 - 03.2017
Senior Financial Consultant
TIAA-CREF
01.2012 - 02.2014
Senior Retirement Counselor
Fidelity Investments
07.2006 - 03.2011
Financial Planning Consultant
Fidelity Investments
01.2001 - 06.2006
Bachelor of Arts - Liberal Studies
California State University Northridge
Associate of Arts -
Antelope Valley College