Senior Director, Wealth Management Strategy

TIAA

Senior Director leading Wealth Management Strategy projects at TIAA. Collaborating with senior leaders and managing junior teams to enhance strategic initiatives.

Posted 6/30/2026full-timeNew York City • New York, Texas • 🇺🇸 United StatesSenior💰 $192,000 - $269,000 per yearWebsite

About the role

Key responsibilities & impact

Own day-to-day management of project and delivery of entire engagement
Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom-line financial impact
Work with team to develop workplan to test / evaluate strategies and insights which could span strategy, process or organizational change
Provides advanced expertise to engagement teams in leading the identification, understanding and framing of complex business problems and needs
Review synthesized findings and recommendations, and oversee creation of senior management documents to present recommendations (inclusive of presentations for Executive Committee and Board members)
Advise and influence senior leaders on key decisions and major change initiatives
Develop deep trust-based relationships with key client stakeholders and ensure client is satisfied throughout engagement
Lead interview campaigns, working sessions and senior client presentations; maintain composure and presence in difficult client meetings
Lead one or more client projects, including managing multiple juniors across several workstreams
Collaborate with the team to develop hypotheses, conduct analysis and develop roadmaps for solutions
Manages performance of junior team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team

Requirements

What you’ll need

8+ years in Strategic Consulting, Internal or External
Bachelor's Degree or equivalent
10+ years in consulting with a top-tier management consulting firm or internal consulting / corporate strategy team, or equivalent experience in the Wealth Management Industry
Managerial experience motivating and leading teams
Ability to provide structure to ambiguous situations and apply analytical tools to develop solutions
Strong client management and executive-level communication skills
MBA or advanced degree from top-tier program
Financial services background preferred.

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

ATS Keywords

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Hard Skills & Tools

Problem IdentificationSolution DesignFinancial Impact AnalysisWorkplan DevelopmentPerformance Management

Soft Skills

Relationship BuildingInfluencing SkillsPresentation SkillsComposure in Difficult Situations

Certifications

MBA or Advanced Degree