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Sr. Manager – Client Services, Wealth Management Lewisville

Job ID: 1708402
Category: Client Services/Sales/Wealth Mgmt
Location: Lewisville, TX
Post Date: April 17, 2017


Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.

By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals. We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.

For more information about TIAA, visit our website.


  • Ability to meet financial and business targets outlined in Wealth Management and Client Relations Center (CRC) Scorecard.
  • Anticipate trends that impact sales and retention and recommend corrective measures to better position advisory team for delivery of optimal performance.
  • Ability to manage and influence a large number of direct and indirect reports.
  • Designs and implements policies and procedures for the group – .CRC, Wealth Management Outreach Consultant, Regional Manager, and/or Wealth Management Investment Specialists and participates in developing and establishing company-wide policies and processes across TIAA departments.
  • Ability to supervise advisor team in Wealth Management Director’s absence. Provides sales coaching for WMAs of partner Director team.
  • Lead and contributes to strategic projects that drive the direction of the team, region and Individual Advisory Services Group.
  • Independently lead CRC project initiatives that affect Individual Advisory Services and other departments. Project Management may account for 15 to 20 percent of job responsibilities.
  • Identify unit and wealth management inefficiencies and implement strategic and tactical solutions. (i.e. piloting and/or management of various role types within a Center of Excellence.)
  • Drives efficiency and quality improvements in processes and systems to positively impact bottom-line and/or participant service.
  • Is aware of the need to effectively manage risk along all relevant categories, i.e. people, reputational, operational risks, etc.
  • Proven ability to work independently and demonstrate ownership of a practice.
  • Manages cost appropriately.
  • Responsible for leading practice management process and guiding change.
  • Assist in handling of escalated supervisory and service calls for Wealth Management Directors.
  • Implements policies and procedures for the functions managed and, participate with other areas in developing and establishing company-wide or area-specific policies and processes (ie. Operations, Brokerage, CAG, Participant Services)
  • Executes against work plans that build efficiencies and accuracy as well as enhance the overall work environment.
  • Works on cross-functional project teams and builds relationships within TIAA (e.g. Brokerage, Operations, Participant Services, FCG)
  • Manage external discussions with clients in place of partner WMA Director where needed.


  • Existing Series 7, 66 (or 63 and 65), 24 and appropriate state life insurance licenses are highly preferred. Candidates without existing licensing may be eligible for sponsorship per licensing guidelines.
  • Designation such as CFP, CLU, CHFC desirable.
  • Experience in sales/operations management including process improvement (e.g. SIX Sigma / LEAN) experience with strong compliance knowledge and supervisory skills including effective decision-making, time management and communication (verbal, written, interpersonal).
  • Minimum of 5-7 years of relevant technical and/or functional experience required. Demonstrated experience and success in a coaching environment.
  • Adaptability and flexibility in a fast paced, changing environment.

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921