VP Private Asset Management Regional Director
VP Private Asset Management Regional Director
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Salary Not Disclosed
1 Vacancy
Job Description
Regional Director
The Senior Director Portfolio Management is responsible for managing a team of approximately 1720 Portfolio Managers and support Wealth Management. Partners with the Managing Director on strategic management issues this leader will develop the direction of their team and will be responsible for the teams tactical direction and results. They will contribute to the success of overall client management by leading the partnership with Wealth Management and Office of CIO that will ensure a seamless client experience.
Key Responsibilities and Duties
- Guide a team to maintain energy and engagement as the business model continues to evolve Hire coach and motivate a team of Portfolio Managers to exceed client expectations through client interactions and management of client portfolios while meeting compliance standards
- Ensure adherence to Trust Company policies and procedures as mandated by the OCC internal audit and the OIC and OIOCC Ability to meet financial and business targets outlined in the Private Asset Management scorecard ensure achievement of distinctive and consistent client experience
- Anticipate trends that impact relationships and retention and recommend corrective measures to better position the PM for delivery of optimal . Drive efficiency and quality improvements in processes and systems to positively impact bottomline and/or client service.
- As needed assist Portfolio Managers in reviewing and planning client cases by relying on their investment acumen related to global and national economies and markets. Involved in budget decisions for Team.
- Understands and communicates regulatory impacts for projects initiatives and ongoing routines from both the OCC and FINRA perspective.
- Responsible for compensation and performance decisions for the team building an effective team committed to organizational goals and fostering collaboration among team members and among teams.
- Take the lead on assigned projects and work with a team to execute completion on time.
- In managing the daytoday business of Private Asset Management develop and maintain communication and partnership with business partners peers and leadership across Wealth Management and CIO office.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5 Years Required; 7 Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
9PL
Required Qualifications:
- 5 years of client relationship experience in portfolio management and financial planning for highnetworth clients
Preferred Qualifications:
- 7 years of client relationship experience in portfolio management and financial planning for highnetworth clients
- 3 years experience managing centralized and fieldbased teams
- Bachelors degree in business or finance; MBA
- Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) certifications
- Excellent communication relationship building and analytical skills
- Ability to travel occasionally within Mid West/West territory
#LIKD2
Related SkillsChange Management Client Financial Planning Client Relationship Management Communication Data Analysis Due Diligence Executive Presence Financial Acumen Investment Reporting Oversight Portfolio Management Resourcefulness TaxAnticipated Posting End Date:
Base Pay Range: $172500/yr. $241000/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 nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats 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 wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices 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:
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Required Experience:
Exec
Employment Type
Full-Time
