Wealth Management Coach
The Director, Wealth Management Coach enables client‑facing Wealth Management associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long‑term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one‑on‑one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching, skill development, and effective practice management.
Key Responsibilities and Duties
- Build and maintain close relationships with client‑facing Wealth Management associates. Coach and motivate client‑facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team.
- Collaborate with client‑facing leaders to develop coaching plans that influence behaviors supporting client‑centric and comprehensive sales practices to deliver results.
- Educate and coach client‑facing associates on TIAA’s solutions and tools within the framework of TIAA’s Client Engagement Model.
- Participate as a keynote speaker at client seminars, as needed, and join client meetings to coach or co‑coach client‑facing associates.
- Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client‑facing associates.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications
- Life and Health Insurance License (Resident State) – Multiple Issuers required
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
9IC
Related 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
Base Pay Range
$155,000/yr - $167,000/yr
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
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