Wealth Management Director, Growth & Client Experience

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

Benefits offered by this job

Total Rewards package

Competitive base salary

Collaborative in-office culture

Job summary

Nuveen’s Wealth Management Director leads an integrated team of advisors serving a defined market. The role drives strategic plans to grow client relationships and wallet share, while ensuring a seamless client experience through coaching and cross-functional collaboration across NCC, Retail Operations, and Technology.

The position emphasizes talent development, advisor productivity, and market expansion, with a focus on delivering Institutional Retirement strategies and wealth management

Qualifications

• 8+ years of experience in the financial services industry.
• FINRA licenses/ registrations required or equivalent combination (Series 7/63/65/66, 24 or 9/10).
• Strong leadership, coaching, and talent development skills.

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.
• Delivers a seamless client experience by coaching the team on engagement practices.
• Establishes cross-functional relationships to advocate for client needs across touchpoints.
• Utilizes TIAA resources including estate planning, portfolio management, and insurance planning.
• Evaluates advisor books of clients and supports complex planning reviews.
• Implements strategies to increase market share and drives strategic direction for the group.
• Monitors competitive landscape and guides strategic positioning.
• Manages performance through feedback and formal reviews to ensure excellence.

Skills

Wealth Management

Team Leadership

Client Relationship Management

Sales

Strategic Planning

Financial Services

Coaching

Talent Development

Compliance/FINRA knowledge

Process Improvement

Education

University degree preferred

Job description

Nuveen’s Wealth Management Director leads an integrated team of advisors serving a defined market. The role drives strategic plans to grow client relationships and wallet share, while ensuring a seamless client experience through coaching and cross-functional collaboration across NCC, Retail Operations, and Technology.

The position emphasizes talent development, advisor productivity, and market expansion, with a focus on delivering Institutional Retirement strategies and wealth management