Director – Wealth Management Coach

TIAA

full-time

Posted on: 8/27/2025

Location: California • 🇺🇸 United States

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💰 $160,000 - $170,000 per year

Lead

About the role

Enable client-facing Wealth Management associates to provide objective, comprehensive advice aligned with clients' long-term interests
Engage in planning, one-on-one and group coaching with advisors and collaborative interaction with clients
Build and maintain close relationships with client-facing Wealth Management associates
Coach and motivate associates to meet clients' comprehensive goals and identify productivity enhancements/best practices
Collaborate with client-facing leaders to develop coaching plans that support client-centric, comprehensive sales practices
Educate and coach associates on TIAA’s solutions and tools within TIAA’s Client Engagement Model
Participate as keynote speaker at client seminars and join client meetings to coach/show-coach associates
Act as subject matter expert in financial planning and demonstrate advanced proficiency in client lifecycle management to support associates
Support wealth market leaders to drive results through comprehensive planning, financial solutions, coaching, skill development, and practice management

University (Degree) Preferred
5+ Years Required; 7+ Years Preferred
FINRA Registrations: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required
Subject matter expert in financial planning concepts and advanced proficiency in client lifecycle management
Proven ability to coach, motivate and educate client-facing Wealth Management associates
Experience collaborating with leaders to develop coaching plans and influence behaviors
Ability to present as keynote speaker and participate in client meetings for show-coaching
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, Wealth Management
Physical Requirements: Sedentary Work