Senior Director, Wealth Management - Coralville, IA

Job description

Wealth Management 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. This role will be key to ensuring a seamless client experience for both our clients. Key Responsibilities and Duties: - Oversight and management of an assigned group of Wealth Management Advisors. - Grows and maintains strong client and participant relationships evidenced through increased wallet share, product appropriateness, and net promoter scores. - Ensures the delivery of a seamless client experience through coaching the team to adopt the prescribed engagement practices. In support of ensuring an optimal experience for clients and participants, will establish relationships across all touch points (NCC, Retail Operations, Technology, etc.) to ensure advocacy for client/participant needs. - Ensures client facing advisors are utilizing TIAA’s broad range of resources, including estate planning, portfolio management, and insurance...