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TIAA · 7 hours ago

Director, Wealth Management Coach

Hackensack, NJ

Full-time

Onsite

Mid, Senior Level

$160K/yr - $170K/yr

5+ years exp

TIAA is a market-leading retirement company that has been delivering secure retirement solutions for over 100 years. The Director, Wealth Management Coach role focuses on enabling client-facing associates to provide comprehensive financial advice and coaching, while supporting wealth market leaders in achieving results through effective practice management and skill development.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

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

Qualification

Financial PlanningWealth ManagementCoachingClient Relationship ManagementPractice Management StrategyTIAA Products/Services AcumenBusiness DevelopmentConsultative CommunicationContinuous Improvement MindsetDue DiligencePrioritizes EffectivelyQuantitative AnalysisRetirement Planning SellingSalesCollaboration