Senior Director, Wealth Management

TIAA

Senior Director overseeing a team of Wealth Management Advisors at TIAA. Responsible for client relationships and executing strategic business plans to achieve financial goals.

Posted 7/28/2026full-timeRoseland • New Jersey • 🇺🇸 United StatesSenior💰 $155,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Wealth Management, focusing on client relationship management, team coaching, and strategic market growth. Proficient in evaluating complex client accounts and implementing effective engagement practices to enhance client experience.

Highest-signal resume keywords

Wealth Management OversightClient Relationship ManagementTeam Coaching and DevelopmentFINRA Series 7 RegistrationMarket Share Strategy Implementation

ATS Keywords

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Applicant Tracking System Keywords

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Certifications & Qualifications

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

Industry Keywords

Client ExperienceWealth Management AdvisorsMarket Share GrowthTIAA CompetitorsClient Advocacy

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 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.
Develops and maintains a good understanding of TIAA’s competitors within the individual and institutional landscape.

Requirements

What you’ll need

University (Degree) Preferred
8+ Years Required; 10+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24 or Series 9/10

Benefits

Comp & perks

Comprehensive Total Rewards package
Superior retirement program
Highly competitive health, wellness and work life offerings