Hybrid Senior Director, Wealth Management

Posted 5 hours ago

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About the role

  • Senior Director managing wealth management advisors in Coralville, IA. Driving client relationship growth and strategic business initiatives for TIAA.

Responsibilities

  • 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

Job title

Senior Director, Wealth Management

Job type

Experience level

Senior

Salary

$152,000 - $176,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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