Director, Wealth Management Coach

TIAA • Philadelphia, PA

16h • Onsite

About The Position

The Director, Wealth Management Coach enables client-facing Wealth Management associates to provide objective, comprehensive advice across the full financial spectrum in alignment 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 delivering comprehensive planning and financial solutions through coaching, skill development, and effective practice management. The Director builds relationships with associates, helps strengthen client-centric and comprehensive sales practices, and serves as a subject matter expert in financial planning concepts and client lifecycle management.

Requirements

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

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 and comprehensive sales practices and results.
• Educate and coach 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 to coach or demonstrate coaching to associates.
• Act 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 an incentive program linked to performance, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Director