| WHO IS TIAA-CREF? Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF) is a leading provider of retirement planning for people in the academic, research, medical and cultural fields. Our mission is to serve those who dedicate themselves to the benefit and enlightenment of others, by helping to plan the financial future of those who advance the greater good. Dir, Wealth Management - Pittsburgh-1686273 Description
- Responsible for the oversight and management of a group of Wealth Management Advisors within a specified territory. This includes compliance and the principal review of the Advisors' recommendations.
- Hires, coaches and motivates a team of Wealth Management Advisors to achieve the goals of the unit. Ensures Advisors are utilizing resources, including Estate Planning, Portfolio Management, Insurance Planning,
- Assigns Advisors appropriate books of clients within the territory.
- Works with the assigned team of Advisors to review planning and advice for complex cases.
- Assists the Wealth Management Regional VP in charting strategy and direction in assigned territory.
- Monitors competitors' activities within the territory.
Qualifications
- College degree preferred
- NASD Series 7, 24 and 66
- Applicable state insurance licensing required
- Industry designations such as CFP desired
- Must have demonstrated superior sales management expertise and coaching/motivating staff
- Expert knowledge of financial planning concepts including a broad knowledge of all TIAA-CREF products and services
- Thorough knowledge of the retirement industry, ERISA regulations and financial products
- Excellent strategic planning, people management and communication skills
- 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. Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player
- Experience with client relationship management (CRM) systems
- 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. Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player
- Experience with client relationship management (CRM) systems
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