Senior Director, Wealth Management - Frisco, Tx

TIAA

Frisco, Tx, 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 also be responsible for executing against strategic business plans to meet customer needs and achieve strategic and financial goals.
  • Our Culture of Impact at TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.

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
  • Financial services industry experience

Nice-to-have

  • Collaborative in-office environment
  • Future-focused skills and AI tools
  • Entrepreneurial spirit
  • Meaningful learning experiences

Key Requirements

  • 8+ years of experience
  • Series 7 and Series 66 licenses
  • Series 24 license preferred
  • University Degree Preferred

Work Rights

Not specified

Tailored Resume

Cover Letter