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Director, Wealth Management Delivery Manager (Wealth Client Relationship Management (New York, NY OR

Employer
TIAA
Location
New York, New York
Salary
$90,000/yr. - $137,000/yr.
Closing date
Apr 22, 2024

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary

Job Details

Wealth Management Delivery Manager
The Wealth Management Delivery Manager supervises professional level employees and partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Delivery Manager to contribute advice to clients as well as recommend value-added products and services. In addition, as a people manager, this job sets goals and objectives for team members and provides oversight and feedback to ensure that team members are delivering high quality service to clients.

Key Responsibilities and Duties
  • Develops and implements strategic and tactical plans with strong considerations to client challenges.
  • Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
  • Reviews client information, including financial statements, risk investment profile and cash availability.
  • Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
  • Grows book of business through identifying value-added products and services for clients and develops additional business through referrals.
  • Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
  • Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.
  • Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.

Educational Requirements
  • University (Degree) Preferred

Work Experience
  • 5 Years Required; 7 Years Preferred

FINRA Registrations
  • SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24

Physical Requirements
  • Physical Requirements: Sedentary Work


Career Level
8PL

Please Note: Series 24 license required

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

Anticipated Posting End Date:
2024-05-14

Base Pay Range: $90,000/yr. - $137,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .

For Applicants of Nuveen residing in Europe and APAC, please click here .

For Applicants of Greenwood residing in Brazil (English), click here .

For Applicants of Greenwood residing in Brazil (Portuguese), click here .

For Applicants of Westchester residing in Brazil (English), click here .

For Applicants of Westchester residing in Brazil (Portuguese), click here .

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