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TIAA-CREF Individual & Institutional Services, LLC

Senior Manager-Wealth Management (Roseland, NJ)

TIAA-CREF Individual & Institutional Services, LLC - Roseland, NJ

Senior Manager-Wealth Management (Roseland, NJ)','1711286','!*!COMPANY OVERVIEW:   As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.   When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.   To be difference makers.   For more information about TIAA, visit our website.   POSITION SUMMARY: TIAA's Wealth Management Group offers highly

sophisticated financial planning capabilities designed to help clients

accomplish their immediate and long term investment goals. We provide these

services through seasoned professionals who have expertise in a variety of

financial disciplines and who work seamlessly together to meet our clients'

needs.

 The Senior Manager assists with the management of a

team of Advisors and Associate Advisors over a specific geographic territory.

Responsible for overseeing the growth and development of the team as well as

achieving a specific sales and activity metric for their assigned territory.

Associate Director may also be responsible for managing escalations, assisting

with very complex clients and meeting and influencing high profile, high net

worth clients at assigned institutions.

 This position will interact with multiple business

units across the organization and might occasionally be asked to present at

national sales conferences or Sr Leadership meetings. This position will be

tasked with developing and institutionalizing sales practice management

processes and will require an advanced level of managerial discretion and

leadership.   KEY RESPONSIBILITIES AND DUTIES:   Responsible

for assisting aligned Wealth Management Director with the oversight and

management of a group of Wealth Management Advisors. This includes:

compliance, monitoring Advisor performance/metric against scorecard;

reporting; the principal review of the Advisors' recommendations; tracking

of training and licensing requirements; and adoption of the Consultative

Selling Process.Helps

coach and motivate a team of Wealth Management Advisors to achieve the

goals of the unit. Ensures Advisors are utilizing internal resources,

including the Estate Planning, Portfolio Management, Insurance Planning

teams, etc.Works

with the assigned team of Advisors to review planning and advice for

complex cases.Assists

the Wealth Management Director in charting strategy and direction in

assigned territory.Monitors

competitors’ activities within the territory.Responsible

for developing and maintaining an active pipeline of internal and external

talent that can be used to fill future Advisor openings.Responsible

for coordinating projects related to advisory services.Evaluates

current methods and develops strategies to implement changes and

improvements.

 ','!*!QUALIFICATIONS: REQUIRED:

Prior

sales management experience required. Must have sales management

expertise and experience coaching/motivating/developing staff.  

DESIRED:

College

degree preferred.FINRA

Series 7, 24 and 66; or must obtain them within three months of

taking the positionHome

office and resident state insurance and registrations in jurisdictions

where the position will be training or client facing, FINRA GS/GP and home

office state RA registration. Industry

designations such as CFPKnowledge

of financial planning concepts.Thorough

knowledge of the retirement industry, ERISA regulations, financial

products, and regulatory/compliance obligations.Proven

track record in generating sales and managing relationships with high net

worth clients, including broad technical skills in retirement products,

general investment matters and applicable tax and estate planning issues.Demonstrated

experience understanding a client's unique financial situation, providing

appropriate advice and solutions, and exhibiting financial leadership.Interpersonal

skills and client face-to-face relationship building skillsExperience

with client relationship management (CRM) systems preferred.

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law. If you need assistance applying due to being visually or hearing impaired, please email Careers Help. This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”). *©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921','NJ-Roseland','','Client Services','','','Senior Manager-Wealth Management (Roseland, NJ)

11 days 10 hours ago

TIAA-CREF Individual & Institutional Services, LLC

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Senior Manager-Wealth Management (Roseland, NJ) TIAA-CREF Individual & Institutional Services, LLC - Roseland, NJ, United States

   

Location: Roseland, NJ

Company Profile:
TIAA-CREF is a leading financial services organization with $487 billion in assets under management (as of 3/31/12). The firm is a leader in helping those in the academic, medical, cultural, governmental and research fields plan for retirement, and life’s other goals. Over 3.7 million individuals trust us to help support their financial well-being.