Director, Wealth Management Strategy

Teachers Insurance and Annuity Association of America seeks a Director, Wealth Management Strategy in New York, NY to plan, direct, and coordinate the general operations of our Wealth Management Strategy team. Own day-to-day management of overall operations and projects and deliveries. Partner with senior leadership to serve as a trusted advisor to solve critical operational and strategic model issues. Scope problems, identify major operational issues and actionable opportunities, design solutions, and quantify potential bottom-line financial impact. Work with team to develop work plan to test and evaluate operational strategies and insights which could span strategy, process or organizational change. Provide advanced expertise to engagement teams in leading the identification, understanding and framing of complex business problems and needs. Review synthesized findings and recommendations and oversee creation of senior management documents to present recommendations (inclusive of presentations for Executive Committee and Board Members). Advise and influence senior leaders on key general and operational decisions and major change initiatives. Develop trust-based relationships with key client stakeholders and ensure client is satisfied throughout engagement. Lead interview campaigns, working sessions, and senior client presentations. Maintain composure and presence in difficult client meetings. Lead client projects, including managing multiple junior employees across several work streams. Collaborate with the team to develop hypotheses, conduct analysis, and develop roadmap for solutions. Manage performance of junior team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team. Up to 10% domestic travel required. Telecommuting permitted up to 2 days per week. Full time. Equal Opportunity / Affirmative Action EmployerTo apply, please mail your resume to Attn: Michael Fischer at 3965 North Dallas Parkway, Frisco, TX 75034 and reference the position title. Minimum Salary: Maximum Salary: Salary Unit: Yearly

Created: 2024-11-13