Director - Wealth Management & Advice Solutions Cag

TIAA

Client services strategy execution
Operational direction of department
Onboarding new client accounts
This job owns short to mid-term (1-3 years) execution of client services strategy as well as the operational direction of the department

Job Summary

  • This job owns short to mid-term (1-3 years) execution of client services strategy as well as the operational direction of the department.
  • Leads client services programs while overseeing the development, implementation, and revision of policies and procedures as needed to improve onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle.
  • Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional compliance programs and to foster team member engagement, motivation, and development.

Matching Summary

This job owns short to mid-term (1-3 years) execution of client services strategy as well as the operational direction of the department.

Skills & Requirements

Must-have

  • Client Services Strategy Execution
  • Operational Direction of Department
  • Onboarding New Client Accounts
  • Delivering Reports to Clients
  • Servicing Client Needs Throughout Lifecycle

Nice-to-have

  • Champion Solutions and Best Practices
  • Increase Operational Efficiency
  • Foster Team Member Engagement
  • Develop Future-Focused Skills
  • Collaborative In-Office Environment

Key Requirements

  • 8+ Years Work Experience Required
  • 10+ Years Work Experience Preferred
  • FINRA Series 7
  • FINRA Series 24

Work Rights

Not specified

Tailored Resume

Cover Letter