Senior Manager overseeing call center functions for Third-Party Wealth business at TIAA. Managing operations, employee lifecycle, and driving process improvements.
Responsibilities
Manage employee life cycle (hiring, onboarding, off boarding)
Coach team on TIAA's value proposition to drive asset retention and growth
Coordinate and facilitate training, coaching, development, and other supervisory tasks
Identify opportunities to document and drive improvements to processes
Develop functional policies, procedures, and guidelines
Requirements
5+ years financial services experience in a leadership position
Series 6 or 7 & Series 63 and Series 24 or 26
Life/Health insurance license
Experience and broad knowledge of the Wealth Product Offer
Bachelor's or Master's Degree
Experience and knowledge of Third-Party Advisors business model
Benefits
Competitive salary
Comprehensive Total Rewards package
Superior retirement program
Highly competitive health, wellness and work life offerings
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