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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in strategic consulting and project management, with a strong focus on client relationship management and executive-level communication. Proven ability to lead teams, develop strategic solutions, and influence senior leadership in the Wealth Management industry.
Highest-signal resume keywords
Strategic ConsultingClient Relationship ManagementExecutive-Level CommunicationProject ManagementTeam Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningDue DiligenceAnalytical ToolsSolution DevelopmentMarket DynamicsPractice Management StrategyRetirement PlanningSalesTIAA Products/Services AcumenWealth Management
Soft Skills
Client ManagementConsultative CommunicationTrust-BuildingMotivating TeamsProviding Feedback
Certifications & Qualifications
MBAAdvanced Degree
Industry Keywords
Financial ServicesWealth ManagementInternal ConsultingCorporate StrategyManagement Consulting
About the role
Key responsibilities & impact- Partner with senior Wealth leadership as a trusted advisor on strategic and operating model issues
- Drive projects forward and manage overall project execution
- Review analyses completed by junior team members
- Develop comprehensive presentations for strategic planning, business improvement, and internal consulting initiatives
- Scope problems, identify issues and opportunities, design solutions, and quantify bottom-line financial impact
- Develop workplans to test and evaluate strategies and insights spanning strategy, process, or organizational change
- Lead identification, understanding, and framing of complex business problems
- Review findings and recommendations and oversee senior management documents, including Executive Committee and Board presentations
- Advise and influence senior leaders on key decisions and major change initiatives
- Build trust-based relationships with client stakeholders and ensure client satisfaction
- Lead interview campaigns, working sessions, and senior client presentations
- Lead client projects and manage multiple junior team members across workstreams
- Develop hypotheses, conduct analysis, and create solution roadmaps
- Manage junior team performance through regular feedback and formal performance reviews
- Partner with colleagues across distribution, product, finance, risk, operations, and technology
Requirements
What you’ll need- 8+ years in Strategic Consulting, Internal or External
- Bachelor's degree or equivalent experience
- 10+ years in consulting with a top-tier management consulting firm or internal consulting/corporate strategy team, or equivalent experience in the Wealth Management Industry preferred
- Managerial experience motivating and leading teams
- Ability to provide structure to ambiguous situations and apply analytical tools to develop solutions
- Strong client management and executive-level communication skills
- MBA or advanced degree from top-tier program preferred
- Financial services background preferred
- Related skills: Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
- U.S. applicants requiring accommodation must use the provided accessibility support options
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness and work life offerings
- Future-focused skills and AI tools
- Meaningful learning experiences and development pathways
- Incentive program linked to performance may be included, such as annual discretionary incentive programs or non-annual sales incentive plans