TIAA Divisional Director, Wealth Advisor Consultants (Charlotte) in Charlotte, North Carolina
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com
Divisional Dir, Wealth Advisor Consultants
The Divisional Director, Wealth Advisor Consultants leads and develops a team of Wealth Advisor Consultants by implementing strategies across all channels to build relationships with financial advisors with a focus on building sustainable organic growth through both virtual meeting settings and in-person engagement. The Divisional Director partners with leaders of internal teams and partner firms to best position the organization. This job leads strategy implementation, ensures talent development of Wealth Advisor Consultants and serves as a mentor and manager for the team.
Key Responsibilities and Duties
Leads a team of Wealth Advisor Consultants across all channels to build and maintain relationships with financial advisors, focusing on retention as well as sustainable, organic growth.
Positions the organization for long-term success by identifying key trends and corresponding opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing informed and robust solutions.
Develops and implements territory management and advisor segmentation strategies to ensure Wealth Advisor Consultant teams are effectively utilizing them to understand the client-value segments.
Champions the strategic initiatives of wealth advisory services throughout the organization.
Ensures Wealth Advisor Consultant teams are maximizing utilization of internal systems and customer relationship management (CRM) system as needed to drive results.
Oversees management of daily operations and responsibilities within the division, including budget and expense management and CRM system utilization.
Communicates with and influences organizational stakeholders and team members to ensure strict adherence to compliance.
Manages and develops performance of team by leading learning opportunities, providing regular, timely feedback and participating in one-on-one discussions, as well as the formal review process in order to ensure delivery of strategic initiatives, and to foster the engagement, motivation and development of team.
5 Years Required; 7 Years Preferred
University (Degree), Preferred
- Physical Requirements: Sedentary Work
- University (Degree)
Minimum Pay: $140,000.00
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.