Director, Wealth Management Coach

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, and collaborates with clients. It 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.

• Build and maintain close relationships with client‑facing Wealth Management associates.
• Coach and motivate associates to meet comprehensive client goals by identifying productivity enhancements and sharing best practices.
• Collaborate with client‑facing leaders to develop coaching plans that influence behaviors supporting client‑centric and comprehensive sales practices.
• Educate associates on TIAA's solutions and tools within the framework of TIAA's Client Engagement Model.
• Participate as a keynote speaker at client seminars, and join client meetings to coach or co‑coach associates.
• Act as a subject‑matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management.

• University (Degree) Preferred

• 5+ Years Required; 7+ Years Preferred

• SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66

• Life and Health Insurance License (Resident State) – Multiple Issuers required

• Sedentary work

9IC

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

$155,000/yr - $167,000/yr

The organization offers a comprehensive Total Rewards package including a superior retirement program and highly competitive health, wellness, and work‑life offerings designed to support the well‑being of associates and their loved ones.

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. The full EEO & Non‑Discrimination statement is available on our careers home page.