Wealth Management Coach Director: Elevate Advisor Impact

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

Job summary

TIAA in the United States seeks a Wealth Management Coach to enable client-facing Wealth Management associates to provide objective and comprehensive advice across the financial spectrum aligned with clients' long-term interests. The role involves planning, one-on-one and group coaching with advisors, and collaboration with clients.

You will coach leaders to develop plans, educate on TIAA's solutions, and participate as a keynote speaker at client seminars.

Qualifications

• 5+ years of experience in wealth management or related field.
• Strong coaching and leadership development capabilities.
• Familiarity with client engagement and financial planning concepts.

Responsibilities

• Build and maintain close relationships with client-facing Wealth Management associates; coach and motivate to meet client goals.
• Collaborate with client-facing leaders to develop coaching plans that influence behaviors.
• Educate and coach on TIAA’s solutions and tools within the Client Engagement Model.
• Participate as a keynote speaker at client seminars and join client meetings to coach staff.
• Act as a subject matter expert in financial planning and client lifecycle management.

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

Wealth Management

FINRA Series 7/63/65/66

Life and Health Insurance License

Education

University degree preferred

5+ years experience in wealth management

Job description

TIAA in the United States seeks a Wealth Management Coach to enable client-facing Wealth Management associates to provide objective and comprehensive advice across the financial spectrum aligned with clients' long-term interests. The role involves planning, one-on-one and group coaching with advisors, and collaboration with clients.

You will coach leaders to develop plans, educate on TIAA's solutions, and participate as a keynote speaker at client seminars.