Senior Director, Wealth Management
- Type:
- Full Time
- Location(s):
- Phoenix, AZ 85016, United States
- 100 Sun Avenue Northeast, Albuquerque, NM 87109, United States
- 3131 East Camelback Road, Phoenix, AZ 85016, United States
- 505 Wakara Way, Salt Lake City, UT 84108, United States
- Date Posted:
- Salary:
- Base Pay Range: $120,000/yr - $165,000/yr
- Job Posting End Date:
- 2025-06-13-07:00
- Job ID:
- R250300482
The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to cultivate and grow client relationships within the market. This role will also be responsible for executing against strategic business plans to meet customer needs and achieve strategic and financial goals. This role will be key to ensuring a seamless client experience for both our clients.
Key Responsibilities and Duties
- 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.
- University (Degree) Preferred
- 8+ Years Required; 10+ Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24 or Series 9/10
- Physical Requirements: Sedentary Work
Career Level
10PL
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
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We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here.