TIAA
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. The role requires an understanding of clients’ unique financial objectives as identified through the client engagement model. The director 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 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 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
Compensation Base Pay Range: $160,000/yr – $170,000/yr. Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the compensation package may include participation in an incentive program linked to performance.
Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we are a market‑leading retirement company fueled by world‑class asset management.
Our Culture of Impact At TIAA, we’re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow’s challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. 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 its associates. We offer a comprehensive Total Rewards package including a superior retirement program and highly competitive health, wellness, and work‑life offerings.
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
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. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the options below:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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Key Responsibilities And Duties
Build and maintain close relationships with client‑facing Wealth Management associates. Coach and motivate 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 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
Compensation Base Pay Range: $160,000/yr – $170,000/yr. Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the compensation package may include participation in an incentive program linked to performance.
Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we are a market‑leading retirement company fueled by world‑class asset management.
Our Culture of Impact At TIAA, we’re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow’s challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. 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 its associates. We offer a comprehensive Total Rewards package including a superior retirement program and highly competitive health, wellness, and work‑life offerings.
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
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. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the options below:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
#J-18808-Ljbffr