TIAA Senior Director, Wealth Management (New York City, NY) in New York, New York
The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to cultivate and grow client relationships within the market. This role will also be responsible for executing against strategic business plans to meet customer needs and achieve strategic and financial goals. This role will be key to ensuring a seamless client experience for both our clients.
Key Responsibilities and Duties
Oversight and management of an assigned group of Wealth Management Advisors, to include compliance and principal review of the Advisors' recommendations.
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. In support of ensuring an optimal experience for clients and participants, will establish 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 to ensure delivery of exceptional Institutional Retirement strategies and to foster manager engagement, motivation, and development.
- University (Degree) Preferred
- 8+ Years Required; 10+ Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24
- Physical Requirements: Sedentary Work
Base Pay Range: $112,500/yr. - $187,500/yr.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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Phone: (800) 842-2755
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.