Senior Director Wealth Management Strategy

Wealth Mgmt Strategy

The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and operating model issues. The team follows a hypothesis‑driven, fact‑based approach to problem solving. The opportunity to solve critical business problems, coupled with the team’s diversity of perspectives and background, distinguishes the WM Strategy team from other areas of the firm.

• Own day‑to‑day management of problem scope, project delivery, and the entire engagement
• Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom‑line financial impact
• Work with the team to develop a workplan to test / evaluate strategies and insights which could span strategy, process or organizational change
• Provide 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 the creation of senior management documents to present recommendations (including presentations for the 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 satisfaction 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 work streams
• Collaborate with the team to develop hypotheses, conduct analysis and develop roadmaps for solutions
• Manage 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 the team

• Bachelor's Degree or equivalent experience required

• 8+ years required; 10+ years preferred

• Physical requirements:
  
  Sedentary work

10PL

• 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

• Client Financial Planning
• Client Relationship Management
• Consultative Communication
• Due Diligence
• Financial Markets
• Market/Industry Dynamics
• Practice Management Strategy
• Retirement Planning Selling
• Sales
• TIAA Products/Services Acumen
• Wealth Management

Base Pay Range: $192,000 per year – $269,000 per year. Actual base salary may vary based on relevant experience, time in role, internal peer salary, prior performance, business sector and geographic location. In addition to base salary, compensation may include an incentive program tied to performance.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.