Senior Director, Wealth Management

TIAA

Wealth Management Director overseeing a team of advisors in Philadelphia. Cultivating client relationships and executing strategic business plans for growth and market share.

Posted 6/23/2026full-timePhiladelphia • Pennsylvania • 🇺🇸 United StatesSenior💰 $155,000 - $180,000 per yearWebsite

About the role

Key responsibilities & impact

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 (NCC, Retail Operations, Technology, etc.) to ensure advocacy for client/participant needs.
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.

Requirements

What you’ll need

8+ Years Required; 10+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24 or Series 9/10
Business Development
Client Relationship Management
Collaboration
Consultative Communication
Continuous Improvement Mindset
Due Diligence
Practice Management Strategy
Retirement Planning Selling
Sales
TIAA Products/Services Acumen
Wealth Management

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Business DevelopmentClient Relationship ManagementPractice Management StrategyRetirement Planning SellingSalesDue DiligenceContinuous Improvement MindsetTIAA Products/Services AcumenWealth Management

Soft Skills

CollaborationConsultative Communication

Certifications

Series 7Series 63Series 65Series 66Series 24Series 9Series 10