Job Description

Wealth Management Coach

The Director, Wealth Management Coach enables client-facing Wealth Management associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients.

The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management.

Key Responsibilities and Duties

• Build and maintain close relationships with client-facing Wealth Management associates. Coach and motivate client-facing Wealth Management associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team.
• Collaborate with client-facing leaders to develop coaching plans to influence behaviors that support client-centric and comprehensive sales practices to deliver results.
• Educate and coach client-facing Wealth Management 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 as an opportunity to coach/show-coach client-facing associates.
• Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client-facing associates.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level : 9IC

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