Sr Director, Wealth Sales Enablement Strategist - Financial Services Project Management and Business Development Expert

Join TIAA as a Sr Director, Wealth Sales Enablement Strategist and Drive Business Growth

TIAA, a leading provider of financial services in the academic, research, medical, cultural, and government fields, is seeking an experienced Sr Director, Wealth Sales Enablement Strategist to join our team. As a key player in our Wealth Sales Enablement business area, you will be responsible for providing strategic advice and driving the delivery of projects and initiatives that support business growth and benefits resolution.

About TIAA and Our Culture

At TIAA, we are committed to making financial well-being possible for our clients, and we believe that our associates are the key to achieving this goal. Our company culture is built on a foundation of diversity, equity, and inclusion, and we strive to create a work environment that is engaging, challenging, and rewarding. We offer a comprehensive Total Rewards package that includes a superior retirement program, competitive health, wellness, and work-life offerings, and opportunities for career growth and development.

Role Snapshot:

• Compensation: A competitive salary ranging from $169,500/yr. to $202,000/yr., depending on experience and qualifications
• Location: Remote
• Position: Sr Director, Wealth Sales Enablement Strategist
• Company: TIAA
• Start Date: Immediate openings available

Key Responsibilities and Duties

As a Sr Director, Wealth Sales Enablement Strategist, you will play a critical role in driving business growth and benefits resolution in our Wealth Sales Enablement business area. Your key responsibilities and duties will include:

• 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 abide 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
• Driving process improvements in Wealth Sales Enablement business area
• Driving and overseeing meeting planning in support of business projects and objectives
• Influencing development of new strategic initiatives through tracking budgets and milestones

Essential and Preferred Qualifications

To be successful in this role, you will need to have the following qualifications:

Essential Qualifications:

• University degree
• 5+ years of financial services experience in Wealth Management, including project and business management
• Strong verbal and written communication skills
• Proficiency with Microsoft Office suite of products

Preferred Qualifications:

• 7+ years of financial services experience in Wealth Management, including 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
• Experience preparing, leading, and executing projects and initiatives

Skills and Competencies Required for Success

To excel in this role, you will need to have the following skills and competencies:

• 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

Career Growth Opportunities and Learning Benefits

At TIAA, we are committed to the growth and development of our associates. As a Sr Director, Wealth Sales Enablement Strategist, you will have opportunities to:

• Develop your skills and expertise in Wealth Sales Enablement and Wealth Distribution
• Build relationships with senior leaders and stakeholders across the organization
• Contribute to the development of new strategic initiatives and business growth
• Participate in training and development programs to enhance your skills and knowledge

Work Environment and Company Culture Highlights

At TIAA, we strive to create a work environment that is engaging, challenging, and rewarding. As a remote employee, you will have the flexibility to work from anywhere and enjoy a better work-life balance. Our company culture is built on a foundation of:

• Diversity, equity, and inclusion
• Collaboration and teamwork
• Innovation and creativity
• Customer focus and commitment to excellence

Compensation, Perks, and Benefits

We offer a comprehensive Total Rewards package that includes:

• A competitive salary ranging from $169,500/yr. to $202,000/yr.
• Participation in an incentive program linked to performance
• A superior retirement program
• Competitive health, wellness, and work-life offerings

Conclusion and Call to Action

If you are a motivated and experienced professional looking for a challenging and rewarding role in Wealth Sales Enablement, we encourage you to apply for this exciting opportunity. As a Sr Director, Wealth Sales Enablement Strategist, you will play a critical role in driving business growth and benefits resolution in our Wealth Sales Enablement business area. Please submit your application and let's discuss how you can become a vital part of our success story.

Apply To This Job