goals. This role will be key to ensuring a seamless client experience for both our clients. Key Responsibilities and Duties Oversight and management of an assigned group of Wealth Management Advisors, to include compliance and principal review of the Advisors' recommendations.
Grows and maintains strong client and participant relationships evidenced through increased wallet share, product appropriateness, and net promoter scores. Ensures the delivery of a seamless client experience through coaching the team to adopt the prescribed engagement practices. In support of ensuring an optimal experience for clients and participants, will establish relationships across all touch points (NCC,
Retail Operations, Technology, etc. ) to ensure advocacy for client/participant needs. Ensures client facing advisors are utilizing TIAA's broad range of resources, including estate planning, portfolio management, and insurance planning.
Evaluates and assigns Advisors appropriate books of clients; assists Advisors in reviewing planning and advice cases for complex client accounts. Implements appropriate strategies to increase market share Assists leaders in charting strategy and direction for the wealth management group. Develops and maintains a good understanding of TIAA's competitors within the individual and institutional landscape. Manages the performance of team leaders through
regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional Institutional Retirement strategies and to foster manager engagement, motivation, and development.
Educational Requirements University (Degree) Preferred Work Experience 8+ Years Required; 10+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24Physical Requirements Physical Requirements: Sedentary Work Career Level10PLRelated Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: Base Pay Range: $120,000/yr.
- $165,000/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, interaction, religion, veteran status, disability, interactionual 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: (800) 842-xyz XEmail: vacy 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. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here.
and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate cafes and executive dining rooms with on-site catering through vending innovations and more. Our company is innovative, high performing and fast growing.
Our teammates are enthusiastic, committed to quality and thrive on consistently delivering unparalleled results. And did we mention we work with exciting companies and at interesting locations? Come grow your career with Eurest. Job Summary Working as a District Manager (DM) , you will lead a cross-functional team and manage multiple accounts within your territory. You will provide overall planning
and direction to achieve operations and financial goals, align with all applicable regulations, maintain strong client relationships, and ensure we continuously support our communities in our dynamic environment.
Key Responsibilities: Leads, manages, and encourages a complementary team of Resident District Managers and/or Directors of Dining Services, and their teams, to provide outstanding service Drives and develops self and team towards building positive relationships with client(s) and achievement of critical metrics (profitability, safety, engagement, etc. ) May serve on the regional leadership team; participates in ongoing conversations with peers to share best practices, mitigate
risks, champion diversity, and build community Leads accounts in territory, ensuring decisions are weighed for risk/reward and short/long term implications Supports senior leadership in setting the cultural tone in district and region; meets regularly with team and partners to ensure full visibility, understanding, safety, and accountability Serves as representative/brand ambassador of territory; attends client and community engagement events Collaborates with the Sales, Retention, and Finance teams on sales proforma and proposal development; participates in full sales and retention process Collaborates with partners to support district needs and solves problems by thinking through all angles and downstream impacts Ensures compliance with regional, state, and local policies governing meal and retail programs, along with safety and QA requirements; conducts audits and offers solutions for improvement Champions development, performance evaluations, succession planning, and building single- and multi-unit management skills such as a full understanding of all roles within operation; support team with tools and systems Owns financial results/P&L for districts in the territory, and works with leadership to ensure accuracy in reporting, forecasting, and budgeting Completes required reports on time as outlined by policy Ensures consistent and fair administration of all policies and procedures Required Qualifications: Bachelor’s degree from an accredited college or university, or five (5) years progressive experience in multi-unit food service, hospitality management, plant operations management, environmental services, laundry, or other Support Services areas in lieu of degree Preferred Qualifications: Strong background in a leadership role with exposure to contract/budget management, customer service, people development, food services, negotiations, etc.
Has a consistent track record and knowledge of growing a business, along with proven business and financial proficiencies. Has the ability to think quickly, analytically, strategically, and accurately Shows expert client relationship, influencing, presentation, listening, and communications (written and verbal) skills Champions the inclusive approach, and is proactive, positive, professional, flexible, and resilient Demonstrates initiative, ownership, multitasking, prioritization, and organization skills Proficient in the use of Microsoft Suite Extensive travel is required in this position Apply to Eurest today!
Eurest is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, interaction, age, disability, veteran status, interactionual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation.
Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.
We encourage applicants with a criminal history (and driving history) to apply. Eurest maintains a drug-free workplace. Associates at Eurest are offered many fantastic benefits. Medical Dental Vision Life Insurance/ AD Disability Insurance Retirement Plan Paid Time Off Holiday Time Off (varies by site/state) Associate Shopping Program Health and Wellness Programs Discount Marketplace Identity Theft Protection Pet Insurance Commuter Benefits Employee Assistance Program Flexible Spending Accounts (FSAs)
