Regional Wealth Management Director — Growth Lead

Nuveen; Minneapolis (MN); Hybrid; USD 155,000 - 180,000; Full time

Job summary

Nuveen seeks a Senior Director of Wealth Management to lead an integrated team of advisors across Minneapolis, MN; Milwaukee, WI; Madison, WI; Fargo, ND; and Chicago, IL. The role focuses on cultivating client relationships, delivering comprehensive financial planning, and executing strategic business plans to meet client needs and financial goals.

You will coach leaders, drive wallet share, and ensure a seamless client experience by coordinating with NCC, Retail Operations, and Technology while

Qualifications

• 8+ years of experience in the financial services industry.
• FINRA licensing required: Series 7 and Series 66 (or 63/65).
• Strong leadership and talent development experience.
• Proven ability to grow client relationships and wallet share.
• Bachelor's degree preferred.

Responsibilities

• Oversee and manage an assigned group of Wealth Management Advisors.
• Grow and maintain client relationships with increased wallet share.
• Coach the team to deliver seamless client experiences across touchpoints.
• Collaborate with NCC, Retail Operations, Technology to advocate client needs.
• Evaluate advisors' books and ensure effective planning and advice.
• Develop strategies to increase market share and chart team direction.

Skills

Leadership

Talent development

Client relationship management

Business development

Sales

Strategic planning

Financial services experience

Team coaching

Communication

Education

University degree

Job description

Nuveen seeks a Senior Director of Wealth Management to lead an integrated team of advisors across Minneapolis, MN; Milwaukee, WI; Madison, WI; Fargo, ND; and Chicago, IL. The role focuses on cultivating client relationships, delivering comprehensive financial planning, and executing strategic business plans to meet client needs and financial goals.

You will coach leaders, drive wallet share, and ensure a seamless client experience by coordinating with NCC, Retail Operations, and Technology while