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Wealth Leads & Referrals Director | Hybrid
Job in
Durham, Durham County, North Carolina, 27703, USA
Listed on 2026-08-13
Listing for:
Nuveen
Full Time
position Listed on 2026-08-13
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
Nuveen, in partnership with TIAA, seeks a Managing Director for Client Leads & Referrals in Wealth Management. Hybrid role based in Charlotte, NC and Dallas, TX, focusing on establishing and scaling the leads and referrals program across channels.
The candidate will design enterprise strategies, align with stakeholders, manage volumes and SLAs, and lead a team to drive growth and client satisfaction in a complex wealth management environment. 10+ years of experience required.
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