Associate Director leading innovation initiatives for LGBTQ+ health at Penn. Overseeing project execution and sustainability strategies to improve health outcomes.
About the role
- Senior Director managing a group of Wealth Management Advisors at TIAA. Cultivating client relationships and ensuring exceptional client experiences in Michigan.
Responsibilities
- 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.
Requirements
- University (Degree) Preferred
- 8+ Years Required; 10+ Years Preferred
- FINRA Registrations: Series 7; Series 63; Series 65; Series 66; Series 24 or Series 9/10
Benefits
- comprehensive Total Rewards package
- superior retirement program
- highly competitive health, wellness and work life offerings
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