Senior Director, Wealth Sales and Solutions Coaching Region Manager (New York & Northeast Regions)

TIAA•Hackensack, NY

3d•Onsite

About The Position

The Sr. Director, Wealth Sales and Solutions Coaching Region Manager reports to the MD, Head of Wealth Sales & Solutions Coaching. The role is responsible for overseeing a team that provides coaching to wealth client facing associates on TIAA's client engagement model and suite of products and solutions. This role requires an understanding of wealth solutions, business objectives, as well as clients' unique objectives as identified through the client engagement model. Through one-on-one coaching, this role will oversee the enhancement of skills and the ability to drive opportunities through the client engagement cycle and support the presentation of solutions to clients. This role will oversee the enhancement of skills and the ability to drive opportunities through the client engagement cycle and support the presentation of solutions to clients. Also, the role will build on the partnership with the Retirement Sales & Product Coaching team to further develop and embed an effective referral model to drive wealth penetration for in plan clients.

Requirements

University (Degree) Preferred
5+ Years Required; 7+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24
Proven Leadership and Team Management 7+ years of experience leading and developing high-performing teams, with a demonstrated ability to manage performance through structured feedback, coaching, and formal review processes to drive engagement and results.
Wealth Management and Solutions Expertise Deep knowledge of comprehensive wealth solutions, client engagement models, and product proficiency, with the ability to translate that expertise into actionable coaching strategies for client-facing associates.
Strategic Coaching and Practice Development Demonstrated experience designing and executing coaching frameworks that strengthen advisor skills across client discovery, relationship building, objection handling, and solution presentation within a structured sales cycle.
Cross-Functional Collaboration and Stakeholder Partnership Track record of partnering effectively with senior market leaders and cross-functional teams to align messaging, embed referral models, and drive business objectives like wealth penetration for in-plan clients.

Nice To Haves

7+ years preferred

Responsibilities

Shapes and adopts the client engagement process and practice management that drives the success of the Wealth Distribution and the organization's clients.
Collaborates with market wealth Senior Directors to ensure consistent messaging and implementation of integrated wealth solutions.
Provides strategic direction and vision for conducting practice /feedback sessions related to value proposition, value statements, relationship calling, client discovery, presentation skills, overcoming objections, partnership engagements, asking for introductions, etc.
Oversees the strategy and development of a coaching plan to support Wealth Management Coaches to work with their teams on meeting/exceeding the comprehensive needs of their clients.
Supports execution of the strategy and development of product proficiency, tool proficiency and adoption, and client engagement coaching plans for Wealth client-facing associates.
Educates client-facing teams on the distribution of comprehensive or total solutions within the client engagement model.
Works with market Wealth Senior Directors to address client-facing associate skill set depth and readiness to execute within a client focused model.
Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional services and engagement, motivation, and development of team.