Wealth Management Director: Grow Client Relationships

TIAA; Milwaukee (WI); On-site; USD 155,000 - 180,000; Full time

Job summary

TIAA’s Wealth Management group seeks a Director to lead an integrated team of advisors in Milwaukee and drive growth within the market. The role focuses on cultivating client relationships, executing strategic plans, and delivering a seamless client experience across touchpoints.

The candidate should have 8+ years in financial services, FINRA licenses, and a track record of coaching high-performing teams while expanding 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)
• 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.
• 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 Strategy

Prioritizes Effectively

Quantitative Analysis

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Management

Education

University Degree Preferred

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

FINRA Series 24 or Series 9/10

Job description

TIAA’s Wealth Management group seeks a Director to lead an integrated team of advisors in Milwaukee and drive growth within the market. The role focuses on cultivating client relationships, executing strategic plans, and delivering a seamless client experience across touchpoints.

The candidate should have 8+ years in financial services, FINRA licenses, and a track record of coaching high-performing teams while expanding market share.