Senior Manager, Wealth Management - Lexington, KY

TIAA-CREF's Wealth Management Group offers highly sophisticated financial planning capabilities designed to help clients accomplish their immediate and long term investment goals. We provide these services through seasoned professionals who have expertise in a variety of financial disciplines and who work seamlessly together to meet our clients' needs.

The Senior Manager, Wealth Management assists with the management of a team of Advisors and Associate Advisors over a specific geographic territory. Responsible for overseeing the growth and development of the team as well as achieving a specific sales and activity metric for their assigned territory. Senior Manager may also be responsible for managing escalations, assisting with very complex clients and meeting and influencing high profile, high net worth clients at assigned institutions.

This position will interact with multiple business units across the organization and might occasionally be asked to present at national sales conferences or Sr Leadership meetings. This position will be tasked with developing and institutionalizing sales practice management processes and will require an advanced level of managerial discretion and leadership.

This position requires an expert level knowledge of local markets, the ability to analyze data and balance multiple demands on time including management and supervisory responsibilities, project work as assigned, relationship management support for Institutional and Individual complex clients. This job is specifically defined by the local territory it manages (subject to change): Kentucky, Virginia, Chapel Hill, Raleigh & Durham, NC.

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