Hybrid Wealth Management Director: Grow Client Relationships

Teachers Insurance and Annuity Association of America; Milwaukee (WI); Hybrid; USD 155,000 - 180,000; Full time

Job summary

TIAA is seeking a Wealth Management Director to lead an integrated advisory team across multiple markets, with responsibility to grow client relationships and implement strategic plans that meet client needs and financial goals.

You will guide advisors in delivering comprehensive wealth management solutions, including estate planning, portfolio management, and insurance planning, while leveling up client experience and market presence.

Qualifications

• 8+ years of experience in the financial services industry.
• FINRA licensing required: Series 7 and Series 66, or Series 63 and Series 65.

Responsibilities

• Grows and maintains client and participant relationships with increased wallet share.
• Coaches team to deliver optimal client experiences across touchpoints.
• Uses resources in estate planning, portfolio management, and insurance planning.
• Evaluates advisors' books and reviews complex planning cases.
• Implements strategies to increase market share.
• Leads strategy with the wealth management group and understands competitive landscape.
• Manages performance through feedback and formal reviews.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement

Due Diligence

Practice Management

Strategy

Prioritizes

Quantitative Analysis

Retirement Planning

Sales

Wealth Management

Education

University Degree Preferred

Experience 8+ years

Experience 10+ years preferred

Tools

FINRA Licensing

Job description

TIAA is seeking a Wealth Management Director to lead an integrated advisory team across multiple markets, with responsibility to grow client relationships and implement strategic plans that meet client needs and financial goals.

You will guide advisors in delivering comprehensive wealth management solutions, including estate planning, portfolio management, and insurance planning, while leveling up client experience and market presence.