Director, Wealth Management Coach-Hackensack, NJ
About the role
The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This 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.
Responsibilities
- Build and maintain close relationships with client facing Wealth Management associates.
- Coach and motivate client-facing Wealth Management client facing 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.
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
Qualifications
- Physical Requirements: Sedentary Work
Skills
- Business Development
- Client Relationship Management
- Collaboration
- Consultative Communication
- Continuous Improvement Mindset
- Due Diligence
- Practice Management Strategy
- Prioritizes Effectively
- Quantitative Analysis
- Retirement Planning
- Selling
- Sales
- TIAA Products/Services Acumen
- Wellness
Benefits
- Base Pay Range: $155,000/yr - $167,000/yr
- Competitive Compensation Package
Pay
- Base Salary
- Incentive Programs
Schedule
- Not specified
Benefits
- Retirement Program
- Health, Wellness and Work Life Offerings
Company Overview
Wealth Management Coach at TIAA is a role that enables client facing associates to provide comprehensive advice aligned with clients' long-term interests. This role involves building relationships, coaching, collaborating, and educating associates on TIAA's solutions and tools within the framework of the Client Engagement Model. The position is crucial for supporting wealth market leaders in driving results through coaching and skill development.
Related Skills
- Business Development
- Client Relationship Management
- Consultative Communication
- Continuous Improvement Mindset
- Due Diligence
- Practice Management Strategy
- Prioritizes Effectively
- Quantitative Analysis
- Retirement Planning
- Selling
- Sales
- TIAA Products/Services Acumen
- Wellness
Physical Requirements
- Sedentary Work
Accessibility Support
- Support for those who need assistance with the online application process
Drug and Smoking Policy
- Drug-free and smoke-free workplace
Privacy Notices
- For applicants of TIAA, Nuveen and affiliates residing in US (other than California)
- For applicants of TIAA, Nuveen and affiliates residing in California
- For applicants of TIAA Global Capabilities
- For applicants of Nuveen residing in Europe and APAC