Wealth Management Director: Growth & Client Experience

Retirement Resource Center, LLC.; Frisco (TX); On-site; USD 155,000 - 180,000; Full time

Job summary

TIAA's Wealth Management Director leads an integrated team of advisors to cultivate client relationships and expand wallet share within the market. The role executes strategic business plans and ensures a seamless client experience across touchpoints, using TIAA's resources in estate planning, portfolio management, and insurance planning.

Required are 8+ years in financial services and FINRA licensing (Series 7/66 or 63/65).

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)

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 (NCC, Retail Operations, Technology, etc.) 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

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's Wealth Management Director leads an integrated team of advisors to cultivate client relationships and expand wallet share within the market. The role executes strategic business plans and ensures a seamless client experience across touchpoints, using TIAA's resources in estate planning, portfolio management, and insurance planning.

Required are 8+ years in financial services and FINRA licensing (Series 7/66 or 63/65).