About this role
Role Overview
- 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
- Establish relationships across all touch points to ensure advocacy for client/participant needs
- Ensures client-facing advisors are utilizing TIAA’s broad range of resources
- Evaluates and assigns Advisors appropriate books of clients
- Implements appropriate strategies to increase market share
- Develops and maintains a good understanding of TIAA’s competitors within the individual and institutional landscape
- Manages the performance of team leaders
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 in the financial services industry preferred
- Active FINRA Series 24 license preferred; candidates without this license must obtain it 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 programs