Senior Director, Wealth Management

TIAA

Senior Director managing wealth management advisors in Coralville, IA. Driving client relationship growth and strategic business initiatives for TIAA.

Posted 4/15/2026full-timeCoralville • Iowa • 🇺🇸 United StatesSenior💰 $152,000 - $176,000 per yearWebsite

About the role

Key responsibilities & impact

Lead an integrated team of advisors for a specific territory
Cultivate and grow client relationships within the market
Execute against strategic business plans to meet customer needs
Ensure a seamless client experience through coaching
Establish relationships across all touch points to advocate for client needs
Manage performance of team leaders through regular feedback and reviews

Requirements

What you’ll need

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 of experience 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
Strong track record of identifying and cultivating high-potential talent

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Performance-linked incentive programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65FINRA Series 24

Soft Skills

leadershipcoachingclient relationship managementperformance managementtalent development