Divisional Director, Advisory Consultants
Posted 49ds ago
Employment Information
Job Description
Direct a team of Advisor Consultants at Nuveen to build relationships with financial advisors. Focus on sustainable organic growth across virtual and in-person engagements.
Responsibilities:
- Leads a team of Wealth Advisor Consultants across all channels to build and maintain relationships with financial advisors, focusing on retention as well as sustainable, organic growth.
- Positions the organization for long-term success by identifying key trends and corresponding opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing informed and robust solutions.
- Develops and implements territory management and advisor segmentation strategies to ensure Wealth Advisor Consultant teams are effectively utilizing them to understand the client-value segments.
- Champions the strategic initiatives of wealth advisory services throughout the organization.
- Ensures Wealth Advisor Consultant teams are maximizing utilization of internal systems and customer relationship management (CRM) system as needed to drive results.
- Oversees management of daily operations and responsibilities within the division, including budget and expense management and CRM system utilization.
- Communicates with and influences organizational stakeholders and team members to ensure strict adherence to compliance.
- Manages and develops performance of team by leading learning opportunities, providing regular, timely feedback and participating in one-on-one discussions, as well as the formal review process in order to ensure delivery of strategic initiatives, and to foster the engagement, motivation and development of team.
Requirements:
- FINRA registrations: Series 7; Series 63; Series 65; Series 66; Series 24
- Educational requirements: University (Degree) Preferred
- Work Experience: 5+ Years Required; 7+ Years Preferred
- Physical Requirements: Sedentary Work
- Related Skills: Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management
Benefits:
- A comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
- Superior retirement program.
- 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.
