Director, Wealth Management Coach

TIAA

Director of Wealth Management Coach enabling client-facing associates to provide objective and comprehensive financial advice. Driving results through coaching, skill development, and practice management.

Posted 5/27/2026full-timeChampaign • Illinois • 🇺🇸 United StatesLead💰 $160,000 - $170,000 per yearWebsite

About the role

Key responsibilities & impact

Build and maintain close relationships with client facing Wealth Management associates.
Coach and motivate client-facing Wealth Management associates.
Collaborate with client facing leaders to develop coaching plans.
Educate and coach client-facing associates on TIAA’s solutions and tools.
Participate as a keynote speaker at client seminars and client meetings.

Requirements

What you’ll need

5+ Years Required; 7+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required

Benefits

Comp & perks

Health insurance
Retirement plans
Comprehensive Total Rewards package
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

relationship buildingcoachingmotivatingcollaborationeducationpublic speaking

Certifications

Series 7Series 63Series 65Series 66Life and Health Insurance License