Director, Wealth Management Coach
About The Position
The Director, Wealth Management Coach enables client-facing Wealth Management associates to provide objective, comprehensive advice across the full 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 position supports wealth market leaders in driving results through comprehensive planning and financial solutions, coaching, skill development, and effective practice management.
Requirements
- At least 5 years of work experience required.
- Series 7 registration.
- Series 63 registration.
- Series 65 registration.
- Series 66 registration.
- Life and Health Insurance License in the resident state; multiple issuers required.
- Skills related to business development, client relationship management, collaboration, consultative communication, continuous improvement, due diligence, practice management strategy, prioritization, quantitative analysis, retirement planning sales, sales, TIAA products and services, and wealth management.
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 meet clients’ comprehensive goals by identifying productivity enhancements and sharing best practices with the team.
- 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.
- Serve as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support associates.
Benefits
- Superior retirement program.
- Competitive health, wellness, and work-life offerings.
- Potential participation in performance-linked incentive programs, depending on the role.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
