Senior Director, Wealth Management

TIAA

Senior Director of Wealth Management leading a team to cultivate client relationships. Overseeing advisors and ensuring a seamless client experience at TIAA based in Minneapolis, MN.

Posted 5/19/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesSenior💰 $152,000 - $176,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

wealth managementportfolio managementestate planninginsurance planningclient relationship managementstrategic planningperformance managementcoachingtalent developmentmarket share growth

Soft Skills

leadershipteam managementclient advocacycommunicationrelationship buildingfeedback deliverystrategic thinkingproblem solvingcoaching high-performing teamscultivating talent

Certifications & Qualifications

FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65FINRA Series 24

Industry Keywords

financial servicesclient experiencenet promoter scoresindividual and institutional landscapeclient accountsengagement practicesperformance review processhigh-potential talentwallet shareTIAA

About the role

Key responsibilities & impact

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
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 planning
Evaluates and assigns Advisors appropriate books of clients; assists Advisors in reviewing planning and advice cases for complex client accounts
Implements appropriate strategies to increase market share
Assists leaders in charting strategy and direction for the wealth management group
Develops and maintains a good understanding of TIAA’s competitors within the individual and institutional landscape
Manages the performance of team leaders through regular, timely feedback as well as the formal performance review process

Requirements

What you’ll need

8+ years of experience in the financial services industry
FINRA licensing required: Series 7 and Series 66 (or an equivalent combination of Series 63 and Series 65)
10+ years of experience in the financial services industry preferred
Active FINRA Series 24 license preferred; candidates without this license must obtain it within 90 days of hire
Demonstrated experience leading and coaching high-performing teams
Proven ability to develop and grow talent within an organization
Strong track record of identifying and cultivating high-potential talent

Benefits

Comp & perks

Superior retirement program
Highly competitive health offerings
Wellness programs
Flexible work arrangements