Senior Director Wealth Management Strategy
About The Position
The Senior Director on TIAA’s Wealth Management Strategy team partners with senior Wealth leadership as a trusted advisor on critical strategic and operating-model issues. The team uses a hypothesis-driven, fact-based approach to solve business problems. The Senior Director drives project execution, reviews analyses prepared by junior team members, and develops comprehensive presentations for strategic planning, business improvement, and internal consulting initiatives. The role works closely with the Head of Strategy and Managing Directors to set direction, manages junior team members conducting analysis and research, and partners with colleagues across distribution, product, finance, risk, operations, and technology. The Senior Director develops and presents recommendations to senior leadership and has significant exposure to senior management. The role owns day-to-day engagement management and delivery, shapes complex business problems into actionable opportunities and solutions, and evaluates their potential financial impact. It leads client projects and workstreams, develops and tests hypotheses, oversees analysis and recommendations, and creates materials for senior management, including Executive Committee and Board presentations. The Senior Director advises senior leaders on decisions and change initiatives, builds trusted client relationships, leads interviews and working sessions, and manages and develops junior team members through ongoing feedback and formal performance reviews. The position requires a bachelor’s degree or equivalent experience and at least eight years of strategic consulting experience. Ten or more years of consulting or equivalent experience in wealth management is preferred. The listed physical requirement is sedentary work. TIAA describes its environment as collaborative and in-office.
Requirements
- At least 8 years of experience in strategic consulting, internal or external.
- Bachelor’s degree or equivalent experience.
- Ability to provide structure to ambiguous situations and apply analytical tools to develop solutions.
- Strong client management and executive-level communication skills.
Nice To Haves
- At least 10 years of consulting experience with a top-tier management consulting firm or internal consulting/corporate strategy team, or equivalent experience in the Wealth Management industry.
- Managerial experience motivating and leading teams.
- MBA or advanced degree from a top-tier program.
- Financial services background.
Responsibilities
- Own day-to-day project management and delivery of entire engagements.
- Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom-line financial impact.
- Develop workplans to test and evaluate strategies and insights that may involve strategy, process, or organizational change.
- Provide advanced expertise in identifying, understanding, and framing complex business problems and needs.
- Review synthesized findings and recommendations and oversee senior-management documents, including presentations for Executive Committee and Board members.
- Advise and influence senior leaders on key decisions and major change initiatives.
- Develop trust-based relationships with client stakeholders and ensure client satisfaction throughout engagements.
- Lead interview campaigns, working sessions, and senior client presentations, maintaining composure and presence in difficult client meetings.
- Lead one or more client projects and manage multiple junior team members across several workstreams.
- Collaborate with the team to develop hypotheses, conduct analysis, and create solution roadmaps.
- Manage junior team performance through timely feedback and formal reviews, supporting high-quality delivery, engagement, motivation, and development.
Benefits
- Comprehensive Total Rewards package.
- Superior retirement program.
- Competitive health, wellness, and work-life offerings.
- Potential participation in an incentive program linked to performance, depending on the role.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
