Wealth Management Director: Lead Advisors, Grow Wallet
tiaaBloomington, MN
Wealth Management Director: Lead Advisors, Grow Wallet
tiaaBloomington, MN
yesterday
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsAbout the role
TIAA is seeking a Wealth Management Director to lead an integrated team of advisors in the Bloomington area, driving client relationships and operational excellence. The role requires executing strategic plans to meet client needs and achieve financial goals, ensuring a seamless client experience across all touchpoints.
The position emphasizes leadership of advisors, supervision of performance, and collaboration with departments to optimize services, with a strong focus on regulatory licensing
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JOB OVERVIEW
Experience level
Manager
Location
Bloomington, MN
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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