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Senior Director, Wealth Management at TIAA | JobVerse
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Senior Director, Wealth Management
TIAA
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Senior Director, Wealth Management
Coralville, Iowa, United States of America
Full Time
6 days ago
$152,000 - $176,000 USD
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About this role
Role Overview
Lead an integrated team of advisors for a specific territory
Cultivate and grow client relationships within the market
Execute against strategic business plans to meet customer needs
Ensure a seamless client experience through coaching
Establish relationships across all touch points to advocate for client needs
Manage performance of team leaders through regular feedback and reviews
Requirements
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)
10+ years of experience preferred
Active FINRA Series 24 license preferred (must obtain within 90 days of hire)
Demonstrated experience leading and coaching high-performing teams
Proven ability to develop and grow talent within an organization
Strong track record of identifying and cultivating high-potential talent
Benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Performance-linked incentive programs
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