Senior Director, Wealth Management-Roseland, NJ

Lead an integrated team of Wealth Management Advisors in Roseland, NJ to grow client relationships and wallet share while executing against strategic business plans. Drive a seamless client experience by coaching the team to apply engagement practices and coordinating across NCC, Retail Operations, Technology, and other touchpoints. Ensure advisors utilize TIAA’s resources in estate planning, portfolio management, and insurance planning; evaluate and assign advisor books of clients and review planning for complex accounts; implement strategies to increase market share; contribute to strategy direction for the wealth management group; stay informed on competitor landscape; manage performance through timely feedback and formal reviews to deliver exceptional institutional retirement strategies.