Sr Director, Wealth Sales Enablement Strategist

Wealth Enablement Strategist The Sr. Director, Wealth Sales Enablement Strategist is responsible for providing strategic advice for the Wealth Sales Enablement business area. The role is accountable for successful delivery of projects and ensuring benefits resolution. Projects may be standalone or part of a wider program of activities/ initiatives. The role executes strategic consulting by analyzing metrics and presentations to support business strategies, driving wealth distribution policies and practices, and being the central point of contact for leaders in the execution of wealth sales enablement tasks. Key Responsibilities and Duties Influencing Wealth Sales Enablement project approach, building stakeholder buy-in around the project plan, commitments, and changes. Driving the delivery for Wealth Sales Enablement initiatives proactively, balancing planning, scope, schedule, budget, communications, and risks. Establishing effective controls, procedures, and quality assurance... processes for Wealth Sales Enablement and Wealth Distribution initiatives. Ensuring projects/initiatives are executed in compliance and abides by TIAA internal control environment, established business guidelines, and TIAA policy. Maintaining relationships with stakeholders to support achievement of Wealth Sales Enablement objectives. Reporting progress, issues, dependencies, and risks to Wealth Sales Enablement leadership and committees (as appropriate) and making recommendations to influence decision making, to maintain progress towards delivery and benefits resolution. Drives process improvements in Wealth Sales Enablement business area. Drives and oversees meeting planning in support of business projects and objectives. Influences development of new strategic initiatives through tracking budgets and milestones. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9IC Required Qualifications: 5 + years financial services experience in Wealth Management that includes project and business management Preferred Qualifications: 7 + years financial services experience in Wealth Management that includes project and business management Successful track record in project management and business management Previous experience interacting and engaging with senior leaders and building relationships across various business lines Strong verbal and written communication skills Previous experience preparing, leading, and executing projects and initiatives Strong proficiency with Microsoft Office suite of products Flexible for approximately 25% travel expectations throughout the US #LI-KD2 Related Skills 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 Anticipated Posting End Date: 2024-02-27 Base Pay Range: $169,500/yr. - $202,000/yr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That?s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status. Read more about the Equal Opportunity Law here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: [email protected] Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box

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