Wealth Management Director: Grow Markets & Lead Advisors

TIAA; Chicago (IL); On-site; USD 155,000 - 180,000; Full time

Job summary

TIAA is seeking a Wealth Management Director to lead an integrated team of advisors in a defined market. You will cultivate client relationships, execute strategic business plans, and ensure a seamless client experience across touchpoints.

This senior role emphasizes leadership, coaching, and driving growth in wallet share and service excellence. The position requires extensive experience in financial services, FINRA licensing, and a proven ability to develop talent.

Qualifications

• 8+ years of experience in the financial services industry.
• FINRA licensing: Series 7 and Series 66 (or Series 63/65) required.
• 10+ years of experience in wealth management preferred.
• Active FINRA Series 24 license preferred; must obtain 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 delivery of a seamless client experience through coaching the team to adopt engagement practices across touchpoints.
• Ensures client facing advisors utilize estate planning, portfolio management, and insurance planning resources.
• Evaluates and assigns Advisors appropriate books of clients; assists Advisors in reviewing planning and advice cases for complex accounts.
• Implements strategies to increase market share.
• Assists leaders in charting strategy and direction for the wealth management group.
• Manages performance of team leaders through feedback and formal reviews.

Skills

Wealth Management

Team leadership

Client relationship

Financial services

Sales

Strategic planning

Education

University (Degree) Preferred

Job description

TIAA is seeking a Wealth Management Director to lead an integrated team of advisors in a defined market. You will cultivate client relationships, execute strategic business plans, and ensure a seamless client experience across touchpoints.

This senior role emphasizes leadership, coaching, and driving growth in wallet share and service excellence. The position requires extensive experience in financial services, FINRA licensing, and a proven ability to develop talent.