Hybrid Senior Director, Wealth Management

Posted 3 weeks ago

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About the role

  • 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.
  • Establish relationships across all touch points to ensure advocacy for client/participant needs.
  • Ensures client facing advisors are utilizing TIAA’s broad range of resources.

Requirements

  • University (Degree) Preferred
  • 8+ Years Required; 10+ Years Preferred
  • FINRA Registrations: Series 7; Series 63; Series 65; Series 66; Series 24 or Series 9/10

Benefits

  • comprehensive Total Rewards package
  • superior retirement program
  • highly competitive health, wellness and work life offerings

Job title

Senior Director, Wealth Management

Job type

Experience level

Senior

Salary

$152,000 - $176,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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