Senior Director, Wealth Management Strategy & Growth

Nuveen; New York (NY); Hybrid; USD 192,000 - 269,000; Full time

Job summary

Nuveen seeks a Senior Director in Wealth Management Strategy to partner with senior Wealth leadership and drive strategic initiatives. The role involves project execution, managing junior team members, and delivering executive-ready analyses and presentations across wealth products, distribution, finance, risk, operations, and technology.

The candidate will influence senior leaders and shape roadmaps with cross-functional teams.

Qualifications

• Bachelor's Degree or Equivalent Experience Required.
• 8+ years in Strategic Consulting, Internal or External.

Responsibilities

• Own day-to-day management of project and delivery of entire engagement.
• Scope problems, identify major issues and actionable opportunities, design solutions, and quantify bottom-line impact.
• Lead interview campaigns, work sessions, and senior client presentations; manage multiple Juniors across workstreams.

Skills

Client Relationship Management

Consultative Communication

Strategic Consulting

Analytical Thinking

Financial Markets

Market/Industry Dynamics

Wealth Management

Experience in Wealth Management

Education

Bachelor's Degree or Equivalent Experience

Tools

MBA or advanced degree

Job description

Nuveen seeks a Senior Director in Wealth Management Strategy to partner with senior Wealth leadership and drive strategic initiatives. The role involves project execution, managing junior team members, and delivering executive-ready analyses and presentations across wealth products, distribution, finance, risk, operations, and technology.

The candidate will influence senior leaders and shape roadmaps with cross-functional teams.