TIAA

Senior Director, Wealth Management

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Frisco • Texas • United States

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Salary

💰 $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
  • Ensures the delivery of a seamless client experience through coaching
  • 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
  • Evaluates and assigns Advisors appropriate books of clients
  • Implements appropriate strategies to increase market share
  • Assists leaders in charting strategy and direction for the wealth management group

Requirements

  • 8+ years of experience in the financial services industry
  • FINRA licensing required: Series 7 and Series 66 (or an equivalent combination of Series 63 and Series 65)
  • 10+ years preferred
  • Active FINRA Series 24 license preferred (must obtain within 90 days of hire)
  • Demonstrated experience leading and coaching high-performing teams
  • Proven ability to develop and grow talent within an organization
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
coachingclient relationship managementteam leadershiptalent developmentstrategic planningclient advocacymarket share growthperformance management
Certifications
FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65FINRA Series 24