Senior Director, Wealth Sales and Solutions Coaching

TIAA

Senior Director overseeing a team providing coaching to wealth client-facing associates at TIAA. Collaborating with market leaders to enhance client engagement and solutions.

Posted 5/31/2026full-timeNew York City • New Jersey, New York • 🇺🇸 United StatesSenior💰 $151,000 - $211,000 per yearWebsite

About the role

Key responsibilities & impact

Oversee a team providing coaching to wealth client-facing associates on TIAA's client engagement model
Collaborate with market wealth Senior Directors for consistent messaging
Manage team performance through feedback and performance reviews

Requirements

What you’ll need

5+ Years Required; 7+ Years Preferred Work Experience
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24
Proven Leadership and Team Management
Deep knowledge of comprehensive wealth solutions and client engagement models
Demonstrated experience designing coaching frameworks for client-facing associates

Benefits

Comp & perks

Comprehensive Total Rewards package
Health insurance
Superior retirement program
Highly competitive health, wellness, and work-life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

coaching frameworksclient engagement modelsperformance reviews

Soft Skills

leadershipteam managementcollaborationfeedback

Certifications

Series 7Series 63Series 65Series 66Series 24