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

Career Level: 9IC

Related 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, Wealth Management

Skills

Acumen in financial planning concepts and proficiency in client lifecycle management.

Benefits

Base Pay Range: $155,000/yr - $167,000/yr

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Pay

Competitive base salary and potential for performance-based incentives.

Schedule

Full-time position.

Company Overview

Wealth Management Coach plays a crucial role in enabling client facing associates to provide comprehensive advice aligned with clients' long-term interests. This role involves building relationships, coaching, and collaborating with leaders to drive results through comprehensive planning and financial solutions.

Accessibility Support

TIAA offers support for those who need assistance with the online application process.

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

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