Regional Director

The Senior Director, Portfolio Management, is responsible for managing a team of approximately 17-20 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 team's 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 standardsEnsure 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 experienceAnticipate trends that impact relationships and retention and recommend corrective measures to better position the PM for delivery of optimal execution. Drive efficiency and quality improvements in processes and systems to positively impact bottom-line 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 day-to-day 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 high-net-worth clients

Preferred Qualifications:

7+ years of client relationship experience, in portfolio management and financial planning for high-net-worth clients3+ years’ experience managing centralized and field-based teamsBachelor’s degree in business or finance; MBA Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) certificationsExcellent communication, relationship building and analytical skillsAbility to travel occasionally within Mid West/West territory

#LI-KD2

Related Skills

Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax

Anticipated Posting End Date:

2025-03-01

Base Pay Range: $172,500/yr. - $241,000/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). 

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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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre 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 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.

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