Sr. Director, Integrated Solutions and Productivity in New York, New York | DiversityInc Careers
 
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Sr. Director, Integrated Solutions and Productivity

COMPANY OVERVIEW:

As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

To be difference makers.

For more information about TIAA, visit our website.

POSITION SUMMARY:

The Sr. Director of Integrated Solutions and Productivity will lead a regional team of TIAA product specialists (Integrated Solutions Directors) and business development coaches tasked with maximizing the effectiveness and success of the advisory teams we serve. The Sr. Director oversees and coordinates the efforts of our Integrated Sales Directors and Coaches as they seek to enhance the skills, knowledge and practice management routines of our Wealth Management Advisors.
  • Coaches and motivates a team of Integrated Solutions Directors and advisory Coaches to maximize client success while achieving IAS' business forecasts.
  • Coordinates with regional and local leadership to identify opportunities created by advisory team knowledge, experience and skill gaps.
  • Collaborates on and implements upon strategies to improve results and client outcomes.
  • Provides Weekly sales reporting to IAS Managing Directors and IAS Directors
  • Creates integrated solutions strategies and designs appropriate education and implementation resources for Integrated Solutions Directors, sales and service channels
  • Advocates and is responsible for the client experience across solutions
  • Acts as the primary point of contact from distribution to product development and management and investment management teams ensuring the Advisor and Client experience.
  • Responsible for coordinating product and investment education/updates/communication as needed for Integrated Solutions Directors and sales roles across channels.
  • Responsible for increasing integrated solution adoption, per scorecard metrics, among Advisors in assigned region.
  • Provides key input and feedback towards product development and distribution, consults on execution plans.
  • Identifies productivity increases, best practices and coaches team to scale successes
  • Ensures Integrated Solutions Directors are utilizing TIAA's broad range of resources and cultivating partnerships, including estate planning, portfolio management and insurance planning.
  • Evaluates assigns and monitors Integrated Solutions Directors territories.
  • Incorporates TIAA's overall strategy and approach while developing strategic plans and goals for the territory


QUALIFICATIONS:


  • 5-10+ years of experience in a similar leadership capacity
  • Bachelor's Degree required
  • Series 7, 66 & 24 licenses required. Applicable Insurance licenses strongly preferred
  • Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership.
  • Must be able to demonstrate expert knowledge of financial planning concepts including broad knowledge industry products and services as well as having thorough knowledge of the retirement industry including ERISA regulations, compliance and regulatory matters.
  • Industry designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC) are also preferred



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This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as 'protected characteristics').


*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


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