Director, Wealth Management Coach jobs in United States
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TIAA · 3 hours ago

Director, Wealth Management Coach

positionHackensack, NJ
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date5+ years exp

TIAA is a market-leading retirement company committed to delivering secure retirements for millions of people. The Director, Wealth Management Coach will enable client-facing associates to provide comprehensive financial advice and support wealth market leaders through coaching and skill development.

FinanceFinancial ServicesLife Insurance
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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 ManagementClient Relationship ManagementCoachingSalesTIAA Products/Services AcumenConsultative CommunicationContinuous Improvement MindsetDue DiligencePractice Management StrategyPrioritizes EffectivelyQuantitative AnalysisRetirement Planning SellingCollaboration

Required

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

Preferred

7+ Years Preferred

Benefits

Superior retirement program
Highly competitive health, wellness and work life offerings

Company

TIAA

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TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
dateFounded in 1918
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.tiaa.org

Funding

Current Stage
Late Stage

Leadership Team

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Roger Ferguson
Former President and CEO
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Thasunda Duckett
President & CEO
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Recent News

PR Newswire
TIAA Launches Industry-first, Flexible, Premium Multi-year Guaranteed Annuity: TIAA MyChoice MYGA
2026-01-20
Morningstar.com
New Major Study Finds Portfolios with TIAA Traditional Annuity Outperformed in Over 90% of Retirement Scenarios
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
TIAA discloses dozens more Denver job cuts as it exits downtown office early
2026-01-05
Company data provided by crunchbase