Wealth Management Coach-New York, NY

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

• Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

Schedule

• Not specified

Benefits

• Company Overview
• Company Culture
• Equal Opportunity
• Accessibility Support
• Drug and Smoking Policy
• Privacy Notices