Senior Director – Wealth Management
| Company | TIAA |
|---|---|
| Location | Salt Lake City, UT, USA, Albuquerque, NM, USA, Phoenix, AZ, USA |
| Salary | $120000 – $165000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- University (Degree) Preferred
- 8+ Years Required
- 10+ Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24 or Series 9/10
Responsibilities
- Oversight and management of an assigned group of Wealth Management Advisors.
- Grows and maintains strong client and participant relationships evidenced through increased wallet share, product appropriateness, and net promoter scores.
- Ensures the delivery of a seamless client experience through coaching the team to adopt the prescribed engagement practices.
- Establishes relationships across all touch points (NCC, Retail Operations, Technology, etc.) to ensure advocacy for client/participant needs.
- Ensures client facing advisors are utilizing TIAA’s broad range of resources, including estate planning, portfolio management, and insurance planning.
- Evaluates and assigns Advisors appropriate books of clients; assists Advisors in reviewing planning and advice cases for complex client accounts.
- Implements appropriate strategies to increase market share.
- Assists leaders in charting strategy and direction for the wealth management group.
- Develops and maintains a good understanding of TIAA’s competitors within the individual and institutional landscape.
- Manages the performance of team leaders through regular, timely feedback as well as the formal performance review process.
Preferred Qualifications
- 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 Due Diligence
- Wealth Management