Director, Wealth Client Relationship Management

Overview Wealth Client Relationship Management 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 role 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 role 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 Required Qualifications FINRA Series 7 Preferred Qualifications FINRA Series 63; Series 65; Series 6 FINRA Series 24 (must be obtained in first 120 days) 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 Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Accessibility 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 contact our accessibility support team: Phone (800) 842-2755 or Email accessibility.support@tiaa.org. #J-18808-Ljbffr