About this role
Director, Wealth Client Relationship Management at Tiaa. Location: Charlotte, North Carolina, United States. Role: developing strategies, managing team, building relationships Requirements: FINRA Series 7 required; 5+ years experience; university degree preferred; supervisory experience; knowledge of financial planning, investment research, and client relationship growth. Category: Finance and Accounting Seniority: Senior Level Certifications: series 7, series 63, series 65, series 66, series 24, series 6 Commitment: Full Time Workplace: Hybrid Languages: English