Senior Director Wealth Management Strategy

Wealth Mgmt Strategy

The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and operating model issues. The team follows a hypothesis driven, fact-based approach to problem solving. The opportunity to solve critical business problems, coupled with the team's diversity of perspectives and background distinguishes the WM Strategy team from other areas of the firm. Senior Directors on the WM Strategy team are instrumental in driving projects forward, responsible for overall project execution, review of analyses completed by junior team members, and development of comprehensive presentations related to strategic planning, business improvement, and other internal consulting initiatives. This job collaborates closely with the Head of Strategy and MDs on the team to determine the direction while also actively managing junior team members in conducting analysis and research. The job partners extensively with colleagues across Wealth including distribution, product, finance, risk, operations and technology. The Senior Director is expected to craft and present recommendations to senior leadership and have significant exposure to and interaction with senior management.

Key Responsibilities and Duties

Own day-to-day management of project and delivery of entire engagement. Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom-line financial impact. Work with team to develop workplan to test / evaluate strategies and insights which could span strategy, process or organizational change. Provides advanced expertise to engagement teams in leading the identification, understanding and framing of complex business problems and needs. Reviews synthesized findings and recommendations, and oversee creation of senior management documents to present recommendations (inclusive of presentations for Executive Committee and Board members). Advise and influence senior leaders on key decisions and major change initiatives. Develop deep trust-based relationships with key client stakeholders and ensure client is satisfied throughout engagement. Lead interview campaigns, working sessions and senior client presentations; maintain composure and presence in difficult client meetings. Lead one or more client projects, including managing multiple juniors across several workstreams. Collaborate with the team to develop hypotheses, conduct analysis and develop roadmaps for solutions. Manages performance of junior team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.

Educational Requirements

Bachelor's Degree or Equivalent Experience Required

Work Experience

8+ Years Required; 10+ Years Preferred

Required Qualifications:

• 8+ years in Strategic Consulting, Internal or External
• Bachelors Degree or equivalent

Preferred Qualifications:

• 10+ years in consulting with a top-tier management consulting firm or internal consulting / corporate strategy team, or equivalent experience in the Wealth Management Industry
• Managerial experience motivating and leading teams
• Ability to provide structure to ambiguous situations and apply analytical tools to develop solutions
• Strong client management and executive-level communication skills
• MBA or advanced degree from top-tier program
• Financial services background preferred

Related Skills

Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.

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. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

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.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.