Director, Wealth Management Coach - Princeton, NJ

TIAA•Princeton, NJ

6d•Onsite

About The Position

The Director, Wealth Management Coach enables client-facing Wealth Management associates to provide objective, comprehensive advice across the financial spectrum, aligned with clients’ long-term interests. The role requires understanding clients’ unique financial objectives as identified through the client engagement model. It involves planning, one-on-one and group coaching with advisors, and collaborative interaction with clients. The role supports wealth market leaders in driving results by delivering comprehensive planning and financial solutions through coaching, skill development, and effective practice management. The coach builds relationships with associates, develops coaching plans with client-facing leaders, educates associates on TIAA solutions and tools, and serves as a subject matter expert in financial planning concepts and client lifecycle management.

Requirements

At least 5 years of required work experience.
Series 7, Series 63, and Series 65 or Series 66 FINRA registrations.
Life and Health Insurance License in the resident state (multiple issuers).

Nice To Haves

University degree preferred.
At least 7 years of work experience preferred.

Responsibilities

Build and maintain close relationships with client-facing Wealth Management associates.
Coach and motivate associates to help them meet clients’ comprehensive goals by identifying productivity enhancements and sharing best practices.
Collaborate with client-facing leaders to develop coaching plans that influence behaviors supporting client-centric, comprehensive sales practices and results.
Educate and coach associates on TIAA 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 show-coach associates.
Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support associates.