Divisional Director, Advisory Consultants
Divisional Director, Advisory Consultants
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Job Description
The Divisional Director Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build relationships with financial advisors with a focus on building sustainable organic growth through both virtual meeting settings and in-person engagement. The Divisional Director partners with leaders of internal teams and partner firms to best position the organization. This job leads strategy implementation ensures talent development of Advisor Consultants and serves as a mentor and manager for the team.
Key Responsibilities and Duties
- Leads a team of Wealth Advisor Consultants across all channels to build and maintain relationships with financial advisors focusing on retention as well as sustainable organic growth.
- Positions the organization for long-term success by identifying key trends and corresponding opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing informed and robust solutions.
- Develops and implements territory management and advisor segmentation strategies to ensure Wealth Advisor Consultant teams are effectively utilizing them to understand the client-value segments.
- Champions the strategic initiatives of wealth advisory services throughout the organization.
- Ensures Wealth Advisor Consultant teams are maximizing utilization of internal systems and customer relationship management (CRM) system as needed to drive results.
- Oversees management of daily operations and responsibilities within the division including budget and expense management and CRM system utilization.
- Communicates with and influences organizational stakeholders and team members to ensure strict adherence to compliance.
- Manages and develops performance of team by leading learning opportunities providing regular timely feedback and participating in one-on-one discussions as well as the formal review process in order to ensure delivery of strategic initiatives and to foster the engagement motivation and development of team.
- University (Degree) Preferred
- 5 Years Required; 7 Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24
- Physical Requirements: Sedentary Work
Career Level
9PL
Related SkillsBusiness Development Capital Markets Client Relationship Management Client Segmentation Collaboration Consultative Communication Digital Savviness Drives for Results Nuveen Products/Services Acumen Sales Territory Management
Anticipated Posting End Date:
Base Pay Range: $94500/yr - $162800/yrActual 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 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
Nuveen is a global investment leader managing public and private assets for clients around the world and on behalf of TIAA our parent company and one of the worlds largest institutional investors. We invest in the growth of businesses real estate infrastructure and natural capital providing clients with the reliability access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients our communities and our global to learn more about us.
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. 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 well-being. 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:
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Required Experience:
Director
Employment Type
Full-Time
