Senior Director, Wealth Strategy & Execution

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

Job summary

The Wealth Management Strategy team at TIAA partners with senior Wealth leadership to solve strategic and operating model issues. Senior Directors drive project execution, review analyses, and craft presentations for executive committees and boards.

This role collaborates with Wealth teams across distribution, product, finance, risk, and technology while mentoring juniors. Educational requirements include a Bachelor's degree with 8+ years in strategic consulting; MBA or advanced degree is

Qualifications

• Bachelor's Degree or Equivalent Experience Required
• 8+ Years Required; 10+ Years Preferred
• MBA or advanced degree from top-tier program (Preferred)

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 potential bottom-line financial impact.
• Work with team to develop workplan to test / evaluate strategies and insights which could span strategy, process or organizational change.
• Provides 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 creation of senior management documents to present recommendations.
• Advise and influence senior leaders on key decisions and major change initiatives.
• Develop deep trust-based relationships with key client stakeholders and ensure client is satisfied 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.
• Manages 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 team

Skills

Client Financial Planning

Consultative Communication

Due Diligence

Financial Markets

Market/Industry Dynamics

Practice Management Strategy

Wealth Management

Sales

TIAA Products/Services Acumen

Education

Bachelor's Degree or Equivalent Experience Required

Job description

The Wealth Management Strategy team at TIAA partners with senior Wealth leadership to solve strategic and operating model issues. Senior Directors drive project execution, review analyses, and craft presentations for executive committees and boards.

This role collaborates with Wealth teams across distribution, product, finance, risk, and technology while mentoring juniors. Educational requirements include a Bachelor's degree with 8+ years in strategic consulting; MBA or advanced degree is