VP, Private Asset Management Regional Director

2 months ago

Frisco, Texas, United States TIAA Full time

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 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 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 clients
  • 3+ years' experience managing centralized and field-based teams
  • Bachelor's degree in business or finance; MBA
  • Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) certifications
  • Excellent communication, relationship building and analytical skills

#LI-KD2

Related SkillsAdaptability, Business Process Understanding, Compliance, Compliance Trends, Critical Thinking, Detail-Oriented, Influence, Relationship Management, Risk Monitoring, Strategic Thinking

Anticipated Posting End Date:

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).

_____________________________________________________________________________________________________

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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:

Email:

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

  • Regional Operations Manager

    5 days ago

    Frisco, Texas, United States Chicken Salad Chick - Metroplex CSC Full time

    Job OverviewBusiness Unit: Metroplex OperationsFunctional Area: OperationsReports to: VP of OperationsThe Regional Operations Manager is responsible for overseeing and coordinating the operational activities of multiple restaurant locations within a designated area. This role is crucial in fostering team development through effective coaching, constructive...

  • Regional Operations Manager

    5 days ago

    Frisco, Texas, United States Chicken Salad Chick - Metroplex CSC Full time

    Job OverviewBusiness Unit: Metroplex OperationsFunctional Area: OperationsReports to: VP of OperationsThe District Operations Leader is responsible for overseeing and managing the operational activities of retail restaurant locations within a designated area. This position involves direct engagement with Restaurant Managers to ensure efficient operations and...

  • Regional Operations Leader

    5 days ago

    Frisco, Texas, United States Chicken Salad Chick - Metroplex CSC Full time

    Job OverviewBusiness Unit: Metroplex OperationsFunctional Area: OperationsReports to: VP of OperationsThe District Manager is responsible for managing and coordinating the operations of retail restaurant locations within a designated area. This position involves direct engagement with Restaurant Managers to ensure effective team development through coaching,...

  • VP, Sales Market Development

    2 months ago

    Frisco, Texas, United States Keurig Dr Pepper Full time

    As the Vice President, Market Development Direct Store Delivery (DSD), you will lead the organization accountable for enabling KDP's DSD sales force to achieve delivery of its key executional initiatives across the entire product portfolio with excellence. This leader will work closely with the DSD Sales Operations regional leadership and cross-functional...

  • VP of Sales

    1 month ago

    Frisco, Texas, United States Boingo Wireless Full time

    Sobey VP of Sales As a sales leader, you want to sell a reliable product in a growth industry, knowing there's a team of professionals who will 100% deliver on what you've sold. That's why Sobey Networks, a Boingo subsidiary, should be your next move. This newly-created role will lead our DAS sales team, ensuring we hit sales goals – opening new business,...

  • Cloud Solutions Architect

    5 days ago

    Frisco, Texas, United States Asset Panda Full time

    Job OverviewAsset Panda is an innovative SaaS and Mobile enterprise established in 2012, dedicated to enhancing organizations' asset tracking and management capabilities through a highly adaptable platform tailored to our clients' workflows. Our mission focuses on optimizing our clients' resources, enabling them to reinvest in their workforce, objectives,...

  • Vice President of Equipment Asset Management

    6 days ago

    Frisco, Texas, United States Equipment Finance Advisor Inc Full time

    FREE SUBSCRIPTION Includes: The Advisor Daily eBlast + Exclusive Content + ProfessionalNetwork Membership:JOIN NOW LOGINServing Equipment Finance Decision MakersLocation: Frisco, TXEquipment Finance Advisor Inc. is a specialized financing organization dedicated to providing advanced loan and lease solutions to commercial enterprises across various sectors,...

  • Business Development Director

    2 weeks ago

    Frisco, Texas, United States The Haskell Company Full time

    Business Development Director - AECJob LocationsUS-TX-Frisco | US-MO-St. Louis | US-OK-Oklahoma City | US-OK-Tulsa | US-FL-Jacksonville | US-GA-Atlanta | US-NC-Charlotte | US-MN-St Paul | US-WI-BeloitRequisition ID4819Category Business DevelopmentOverviewAre you ready to move your career forward, and start the BEST job of your life? Haskell is committed to...

  • Regional Operations Manager

    6 days ago

    Frisco, Texas, United States Texas Family Fitness Full time

    OverviewThe Regional Operations Manager is tasked with overseeing the performance of multiple fitness facilities to ensure they meet their financial, operational, and customer satisfaction objectives. This role involves leading and mentoring club managers in areas such as membership growth, service excellence, product sales, promotional activities, facility...

  • Director, Workers Compensation

    2 months ago

    Frisco, Texas, United States Keurig Dr Pepper Full time

    Director, Workers Compensation – Field Sales, Delivery and Warehouse Operations Are you ready to join a growing, dynamic company? Keurig Dr Pepper is a modern beverage company, with more than 125 brands people know and love. We challenge the usual and always push beyond the expected. We are building a culture that is our competitive advantage – one that...

  • IT Audit, Managing Director

    1 month ago

    Frisco, Texas, United States TIAA Full time

    Internal AuditThis job leads and directs the organization's internal audit services department and exists as a liaison between management and the executives while providing expertise to manage highly complex audit projects and activities. This job approves and oversees the implementation of strategic and operational plans related to the internal audit...

  • Senior Vice President of Asset Finance

    6 days ago

    Frisco, Texas, United States Equipment Finance Advisor Inc Full time

    FREE SUBSCRIPTION Includes: The Advisor Daily eBlast + Exclusive Content + ProfessionalNetwork Membership:JOIN NOW LOGINServing Equipment Finance Decision MakersLocation: Frisco, TXEquipment Finance Advisor Inc. is a specialized financing organization that provides advanced loan and leasing solutions to commercial enterprises across various sectors,...

  • Senior Director

    2 weeks ago

    Frisco, Texas, United States TIAA Full time

    The Global Integrated Facility Management Head (IFM Head) will be responsible for setting the strategic solutions to rationalizing our asset preservation via a long-term oriented plan directly signed off by our Executive Committee members. Our IFM Head will exude executive presence to allow for clear and often articulation of critical facility updates and...

  • Regional Operations Leader

    6 days ago

    Frisco, Texas, United States Chicken Salad Chick Full time

    Company Overview:Chicken Salad Chick offers a delightful selection of 12 Chicken Salads, homemade sides, savory soups, and scrumptious sandwiches. We are proud to be one of the original locations in the franchise and are seeking a dedicated hospitality expert to uphold our standards of excellence and outstanding service.Position Summary:The Regional...

  • Director of Project Management

    2 months ago

    Frisco, Texas, United States Thomson Reuters Full time

    As a Director of Project Management you will lead and manage multiple complex projects involving both internal systems and networking technologies across several geographies to ensure project delivery within timeframe and budget constraints. You will work closely with product management teams to understand business requirements and translate them into...

  • Wealth Management Accountant

    6 days ago

    Frisco, Texas, United States Jobot Full time

    Wealth Management Accountant Opportunity with a Leading Real Estate FirmThis position is hosted by Jobot.A brief overview of the company:A well-established real estate firm with assets exceeding $3 billion, specializing in real estate development, ownership, management, commercial lending, venture capital, private equity, and vineyard operations.Reasons to...

  • Senior Administrative Assistant

    1 month ago

    Frisco, Texas, United States Keurig Dr Pepper Full time

    Senior Administrative Assistant We have a great opportunity for a Senior Administrative Assistant to work at our Frisco headquarters at Keurig Dr Pepper Are you a highly organized person, with an eye for detail, who enjoys working in a fast-paced environment? Are you great at building strong relationships and seek to work in a FUN and collaborative...

  • Sr Director, Sr Relationship Manager

    3 weeks ago

    Frisco, Texas, United States TIAA Full time

    Sr Relationship ManagerThe Sr Relationship Manager plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a large complex book of clients (with at least one top 200 client or complex book within Institutional client business.) They are responsible for...

  • Director, Wealth Management Public Relations

    2 weeks ago

    Frisco, Texas, United States TIAA Full time

    Media RelationsThe Public Relations role monitors the development of organizational communications for the general public, customers, employees, government agencies, and communities. While managing large projects with limited supervision, this job works with various business units to plan marketing initiatives, and develop strategies and marketing plans....

  • Senior Director of Audit Quality and Enhancement

    18 hours ago

    Frisco, Texas, United States Baker Tilly US, LLP Full time

    Position Overview:Baker Tilly US, LLP is a prominent advisory, tax, and assurance firm, offering clients a distinct advantage across major regions in the U.S. and in key global financial hubs. Our firm operates under an alternative practice structure, adhering to the AICPA Code of Professional Conduct and relevant laws and standards. We are a licensed...