Wealth Management Director: Growth & Client Experience

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

Job summary

TIAA Wealth Management Director role in Frisco, TX leads an integrated advisor team to cultivate client relationships and execute strategic business plans for growth and client satisfaction. The role collaborates with leadership to deliver a seamless client experience across all touchpoints and services.

The position requires 8+ years in financial services, FINRA licenses (Series 7/66 or 63/65), and a proven track record of coaching high-performing teams; base salary ranges in the advertised

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

Responsibilities

• Overtake & manage an assigned group of Wealth Management Advisors.
• Grow and maintain client relationships evidenced through increased wallet share.
• Coach team to deliver a seamless client experience across touchpoints.
• Utilize resources for estate planning, portfolio management, and insurance planning.
• Review planning and advice for complex client accounts.
• Increase market share through strategy and leadership.
• Develop and maintain understanding of competitors in the wealth management space.
• Provide performance feedback and drive formal reviews to support outcomes.

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

Job description

TIAA Wealth Management Director role in Frisco, TX leads an integrated advisor team to cultivate client relationships and execute strategic business plans for growth and client satisfaction. The role collaborates with leadership to deliver a seamless client experience across all touchpoints and services.

The position requires 8+ years in financial services, FINRA licenses (Series 7/66 or 63/65), and a proven track record of coaching high-performing teams; base salary ranges in the advertised