Senior Directors on the WM Strategy team are instrumental in driving projects forward, responsible for overall project execution, review of analyses completed by junior team members, and development of comprehensive presentations related to strategic planning, business improvement, and other internal consulting initiatives. Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.