Director, Wealth Management Coach-New York, NY

TIAA; Hackensack (NJ); On-site; USD 155,000 - 167,000; Full time

Job summary

TIAA is seeking a Wealth Management Coach to enable client-facing associates to deliver objective, comprehensive financial guidance aligned with long-term client goals. The role involves coaching, planning, and collaboration with wealth market leaders to drive results through skilled practice management.

The position requires university degree and 5+ years in wealth management with FINRA registrations. Expect engaging client seminars and ongoing coaching for performance enhancement.

Qualifications

• University degree preferred.
• 5+ years of wealth management experience.
• FINRA registrations (Series 7, 63, 65, 66).
• Life and Health Insurance License (Resident State) required.

Responsibilities

• Coach and motivate client-facing Wealth Management associates to meet client goals.
• Collaborate with leaders to develop coaching plans influencing client-centric sales practices.
• Educate and coach on TIAA's solutions within the Client Engagement Model.
• Participate as a keynote speaker at client seminars and meetings as needed.
• Act as subject matter expert in financial planning concepts and lifecycle management.

Skills

Client relationships

Collaboration

Consultative selling

Retirement planning

Sales skills

Wealth management

Quantitative analysis

Education

University degree preferred

5+ years wealth management experience

Tools

FINRA Series 7/63/65/66 licenses

Life & Health Insurance License

Job description

Wealth Management Coach

The Director, Wealth Management Coach enables client facing Wealth Management client facing 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 and 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 Wealth Management 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 to influence behaviors that support client centric and comprehensive sales practices to deliver results.
• Educate and coach client-facing Wealth Management 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 as an opportunity to coach/show-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

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).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways - because when our people succeed, our impact on clients' lives grows stronger.

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 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.

Accessibility Support

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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: [phone]

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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