Director, EBSO
Envista Holdings Corporation
Senior Director, Wealth Management
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: East Lansing • Missouri • 🇺🇸 United States
Visit company websiteSalary
💰 $152,000 - $176,000 per year
Job Level
Senior
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client relationship managementcoachingadvocacyteam management
Certifications
Series 7Series 63Series 65Series 66Series 24Series 9Series 10
