Regional Wealth Management Director (Hybrid)

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

Job summary

Teachers Insurance and Annuity Association of America seeks a Wealth Management Director to lead an integrated team of advisers across a multi-city market, cultivating and growing client relationships while executing strategic plans to meet customer needs. This role supports delivering a seamless client experience and expanding wallet share.

The position requires 8+ years in financial services, strong leadership, and active FINRA licensing; a Series 24 license is preferred and must be obtained

Qualifications

• 8+ years of experience in the financial services industry.
• FINRA licensing required: Series 7 and Series 66, (or an equivalent combination of Series 63 and Series 65).
• Active FINRA Series 24 license preferred; candidates without this license must obtain it within 90 days of hire.

Responsibilities

• 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.
• Establishes relationships across 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 strategies to increase market share.
• Assists leaders in charting strategy and direction for the wealth management group.
• Manages performance of team leaders through feedback and formal reviews.

Skills

Wealth Management

Team Leadership

Client Relationships

Strategic Planning

Education

University (Degree) Preferred

Job description

Teachers Insurance and Annuity Association of America seeks a Wealth Management Director to lead an integrated team of advisers across a multi-city market, cultivating and growing client relationships while executing strategic plans to meet customer needs. This role supports delivering a seamless client experience and expanding wallet share.

The position requires 8+ years in financial services, strong leadership, and active FINRA licensing; a Series 24 license is preferred and must be obtained