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Sr. Director, Wealth Management
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$120,000 - $165,000 a year
Full-time
- In support of ensuring an optimal experience for clients and participants, will establish relationships across all touch points (NCC, Retail Operations, Technology, etc.)
- Ensures client facing advisors are utilizing TIAA’s broad range of resources, including estate planning, portfolio management, and insurance planning.
- SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24
- 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
- We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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