Senior Director, Wealth Management

TIAA

. Lead an integrated team of Wealth Management Advisors for an assigned territory .

Posted 10/5/2026full-timeUnited StatesSenior💰 $155,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in leading Wealth Management Advisors and cultivating client relationships to achieve strategic financial goals. Proven ability to implement business strategies and develop high-performing teams within the financial services industry.

Highest-signal resume keywords

Wealth Management LeadershipClient Relationship ManagementTeam Coaching and DevelopmentFINRA Series 7 and Series 66 LicensingStrategic Business Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementPortfolio ManagementEstate PlanningInsurance PlanningClient Account ReviewMarket Share GrowthPerformance ManagementFinancial Services Industry ExpertiseStrategic Direction SettingClient Engagement Practices

Soft Skills

Team LeadershipTalent DevelopmentMotivationCoachingCommunication

Tools & Technologies

TIAA ResourcesNCCRetail OperationsTechnology Platforms

Certifications & Qualifications

FINRA Series 7FINRA Series 66FINRA Series 24 (Preferred)

Industry Keywords

Financial ServicesWealth ManagementInstitutional RetirementClient Touch PointsNet Promoter Score

About the role

Key responsibilities & impact

Lead an integrated team of Wealth Management Advisors for an assigned territory
Cultivate and grow client relationships within the market
Execute strategic business plans to meet customer needs and strategic and financial goals
Oversee and manage an assigned group of Wealth Management Advisors
Grow and maintain client and participant relationships through increased wallet share, product appropriateness, and net promoter scores
Coach the team to adopt prescribed engagement practices and ensure a seamless client experience
Establish relationships across client touch points, including NCC, Retail Operations, and Technology, to advocate for client and participant needs
Ensure client-facing advisors use TIAA resources, including estate planning, portfolio management, and insurance planning
Evaluate and assign Advisors appropriate books of clients
Assist Advisors in reviewing planning and advice cases for complex client accounts
Implement strategies to increase market share
Assist leaders in setting strategy and direction for the wealth management group
Maintain knowledge of TIAA’s competitors in the individual and institutional landscape
Manage team leader performance through regular feedback and formal performance reviews
Foster manager engagement, motivation, and development
Ensure delivery of exceptional Institutional Retirement strategies

Requirements

What you’ll need

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
University degree preferred
10+ years of experience in the financial services industry, with a strong emphasis on wealth management 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
Sedentary work physical requirement

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Financial well-being support
Physical, emotional, and financial well-being resources
Meaningful learning experiences and development pathways
AI tools and future-focused skills development