Senior Director, Wealth Strategy & Transformation
cfp board of standardsNew York, NY
Senior Director, Wealth Strategy & Transformation
L7
cfp board of standardsNew York, NYtoday
Industries
Portfolio Management and Investment AdviceAdministrative Management and General Management Consulting ServicesOther Management Consulting ServicesThe Wealth Management Strategy team at TIAA partners with senior Wealth leadership to solve strategic and operating model challenges using hypothesis-driven analysis. Senior Directors drive project execution, review analyses, and develop presentations for leadership.
This role collaborates across Wealth and leads junior members across multiple workstreams, crafting recommendations for senior management and managing client relationships in a fast-paced environment.
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Level
ManagerL7
Location
New York, NY
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
today
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