Senior Wealth Strategy Director

TIAA; Dallas (TX); On-site; USD 155,000 - 180,000; Full time

Job summary

TIAA is seeking a Wealth Management Director in the Dallas area to lead an integrated team of advisors, drive client relationships, and execute strategic plans to achieve financial goals. You will coach, mentor, and evaluate advisors, while collaborating with cross-functional partners to deliver comprehensive wealth management solutions.

The role requires extensive experience in financial services, FINRA licenses, and a track record of developing talent and growing market share.

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)
• University degree preferred; relevant professional certifications a plus.
• 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. In support of ensuring an optimal experience for clients and participants, will establish relationships across all touch points to ensure advocacy for client/participant needs.
• Ensures client facing advisors are utilizing TIAA's broad range of resources, including estate planning, portfolio management, and insurance planning.
• Evaluates and assigns Advisors appropriate books of clients; assists Advisors in reviewing planning and advice cases for complex client accounts.
• Implements appropriate strategies to increase market share
• Assists leaders in charting strategy and direction for the wealth management group. Develops and maintains a good understanding of TIAA's competitors within the individual and institutional landscape.
• Manages the performance of team leaders through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional Institutional Retirement strategies and to foster manager engagement, motivation, and development.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Practice Management

Quantitative Analysis

Retirement Planning Selling

Sales

Wealth Management

TIAA Products/Services Acumen

Education

University Degree Preferred

Job description

TIAA is seeking a Wealth Management Director in the Dallas area to lead an integrated team of advisors, drive client relationships, and execute strategic plans to achieve financial goals. You will coach, mentor, and evaluate advisors, while collaborating with cross-functional partners to deliver comprehensive wealth management solutions.

The role requires extensive experience in financial services, FINRA licenses, and a track record of developing talent and growing market share.