Senior Director, Wealth Management

TIAA
Chicago, Illinois, United States
Full Time
Hybrid
Senior
USD 155,000 – 180,000
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 3 weeks ago

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Excellent 4.7

Job summary

The role of Senior Director of Wealth Management involves leading and managing a team of advisors, cultivating client relationships, executing strategic business plans, and ensuring a seamless client experience within the wealth management sector.

Responsibilities

The Senior Director leads an integrated team of wealth management advisors to cultivate client relationships and grow market share within a specific territory. This role is responsible for executing strategic business plans, coaching team members, and ensuring a seamless client experience across all touchpoints.

Qualifications

Business Development Client Relationship Management Collaboration Communication Skills Financial Advisory Performance Management Retirement Planning Strategy Development Team Leadership Wealth Management

Candidates must have at least 8-10 years of experience in the financial services industry with a strong emphasis on wealth management. Required FINRA registrations include Series 7 and Series 66 (or equivalent), with a preference for an active Series 24 license.

English

Benefits

  • Retirement program
  • Health insurance
  • Wellness offerings
  • Work life offerings

Company

TIAA

TIAA

linkedin
Financial Services
Location
Chicago, Illinois, United States
Website
tiaa.org

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Excellent 4.7
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