Senior Director Wealth Management Strategy

Jobtailor; New York (NY); On-site; USD 192,000 - 269,000; Full time

Job summary

TIAA is seeking a strategic professional for the Wealth Management Strategy team in New York. The role involves leading projects, advising senior leaders, and developing solutions for complex business problems.

Candidates should possess 8+ years in strategic consulting, preferably with managerial experience and a bachelor’s degree. A strong background in wealth management and excellent client communication skills are essential.

This position offers a competitive salary range between $192,000 and $269,000 per year.

Qualifications

• 8+ years in strategic consulting, internal or external required.
• 10+ years preferred in consulting or corporate strategy team.
• Ability to provide structure to ambiguous situations.

Responsibilities

• Manage day-to-day problem scope and project delivery.
• Develop workplans to test/evaluate strategies.
• Provide advanced expertise to engagement teams.
• Advise and influence senior leaders on key decisions.
• Lead interview campaigns and senior client presentations.

Skills

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

Education

Bachelor's Degree or equivalent

Job description

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.

Key Responsibilities and Duties

• 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 workstreams
• 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

Educational Requirements

• Bachelor's Degree or equivalent experience required

Work Experience

• 8+ years required; 10+ years preferred

Physical Requirements

• Physical requirements: Sedentary work

Career Level

10PL

Required Qualifications

• 8+ years in strategic consulting, internal or external
• Bachelor’s Degree or equivalent

Preferred Qualifications

• 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

Related Skills

• 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

Compensation

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.

Equal Opportunity Employer

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.