Head of Wealth Practice Management

TIAA•Frisco, TX

19h•Onsite

About The Position

This job owns end-to-end strategic development and execution of the client engagement model and programs designed to elevate the effectiveness, productivity, and client experience of wealth advisory teams across TW&A. This role serves as a key architect defining how our advisors grow, operate, and deliver holistic financial guidance to clients, and shaping the future state of the Wealth business over a multi-year horizon. This role partners extensively with Wealth functional leadership, including Distribution, Products, Advice & Planning, Training, Coaching, Communications, and Change Management.

Requirements

University (Degree) Preferred
10+ Years Required
Series 7, Series 24
Physical Requirements: Sedentary Work
Business Development
Client Relationship Management
Collaboration
Consultative Communication
Continuous Improvement Mindset
Due Diligence
Practice Management Strategy
Prioritizes Effectively
Quantitative Analysis
Retirement Planning Selling
Sales
TIAA Products/Services Acumen
Wealth Management

Responsibilities

Defines, develops and enhances the client engagement model, including practices for advisors meeting with current clients as well as managing referrals and prospects.
Establishes and oversees the development of scalable practice management programs covering business planning & book management, book optimization, and pipeline & opportunity management.
Leads development of best practices and institutionalizes those learnings into repeatable playbooks and tools for front-line staff.
Determines benchmarks and standards for advisor book management and capabilities to measure effectiveness and to aid in coaching/training.
Oversees development of practice management playbooks and tools for client-facing associates in all roles, including Advisors, CRMs, Administrative Assistants and Portfolio Managers.
Fosters and maintains strategic relationships with senior Wealth leaders and key cross-functional stakeholders; drives effective strategies that equip and enable frontline associates to effectively serve our clients.
Responsible for sign-off on key strategic initiatives and innovation enhancements including frontline workstation enhancements (including prioritization and client-facing role training curriculum), Advice tool enhancements, lead execution strategies, and other initiative go/no-go decisions.
Acts as Head of Distribution proxy/delegate for sign-off on key strategic initiatives and enablers as needed.
Monitors competitive environment to stay abreast of emerging industry trends; anticipates factors that could influence TIAA’s competitive position and uses this information to inform future strategies.
Manages performance of team through regular, timely, feedback, as well as the formal performance review process to ensure delivery of strategic initiatives, development of organizational capabilities, and team engagement and motivation.
Leads large transformational projects and programs impacting a broad spectrum of functional specialties such as distribution channels, operations, client segmentation, financial management, policy development, organizational development, quality management and/or performance metrics, resource and talent management.