Director, Wealth Management Coach

Wealth Management CoachThe 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. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The 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.Key Responsibilities and DutiesBuild and maintain close relationships with client-facing Wealth Management associates. Coach and motivate client-facing Wealth Management 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.Educational RequirementsUniversity (Degree) PreferredWork Experience5+ Years Required; 7+ Years PreferredFINRA RegistrationsSRC Indicator: Series 7; Series 63; Series 65; Series 66Licenses and CertificationsLife and Health Insurance License (Resident State) - Multiple Issuers requiredPhysical RequirementsPhysical Requirements: Sedentary WorkCareer Level: 9IC #J-18808-Ljbffr