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
- 5+ Years Work Experience 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
- 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
- Financial Planning Concepts
- Client Lifecycle Management
Skills
- Financial Planning Concepts
- 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 pay range: $155,000/yr - $167,000/yr.
Schedule
Flexible schedule to accommodate client needs.
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.
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
- Financial Planning Concepts
- Client Lifecycle Management
Physical Requirements
Sedentary Work
Company Culture
We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. These values influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
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