Senior Director, Wealth Management - Frisco, Tx

Nuveen, a TIAA company

Frisco, Texas, US
Base: $152,000pyr - $176,000pyr; bonus/equity: pyr...
Client relationship management
Team leadership and coaching
Strategic business plan execution
The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to cultivate and grow client relationships within the market

Job Summary

  • The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to cultivate and grow client relationships within the market.
  • This role will be key to ensuring a seamless client experience for both our clients.
  • The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.

Matching Summary

The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to cultivate and grow client relationships within the market.

Salary

Base: $152,000/yr - $176,000/yr; Bonus/Equity: Participation in an incentive program linked to performance; Benefits: Comprehensive Total Rewards package

Skills & Requirements

Must-have

  • Client relationship management
  • Team leadership and coaching
  • Strategic business plan execution
  • Seamless client experience delivery
  • Wealth management product knowledge

Nice-to-have

  • Collaborative in-office environment
  • Future-focused skills development
  • Entrepreneurial spirit
  • Continuous improvement mindset

Key Requirements

  • 8+ years of experience
  • FINRA Series 7 and Series 66
  • Series 63 and Series 65 equivalent
  • Series 24 license preferred

Work Rights

Not specified

Tailored Resume

Cover Letter