Senior Director, Wealth Management

• 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.

• 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

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.

• Wealth Management Oversight
• Client Relationship Management
• Team Coaching and Development
• FINRA Series 7 Registration
• Market Share Strategy Implementation

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

• Client Experience
• Wealth Management Advisors
• Market Share Growth
• TIAA Competitors
• Client Advocacy