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Senior Director, Wealth Sales and Solutions Coaching
Job in
Newark, Essex County, New Jersey, 07175, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Responsibilities
- Oversee a team providing coaching to wealth client‑facing associates on TIAA's client engagement model
- Collaborate with market wealth Senior Directors for consistent messaging
- Manage team performance through feedback and performance reviews
- 5+ Years Required; 7+ Years Preferred Work Experience
- FINRA Registrations:
Series 7, Series 63, Series 65, Series 66, Series 24 - Proven Leadership and Team Management
- Deep knowledge of comprehensive wealth solutions and client engagement models
- Demonstrated experience designing coaching frameworks for client‑facing associates
Position Requirements
10+ Years
work experience
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