Director, Wealth Management Coach

TIAA

. Build and maintain close relationships with client-facing Wealth Management associates .

Posted 10/30/2026full-timeUnited StatesLead💰 $155,000 - $167,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning concepts and client lifecycle management while effectively coaching and motivating associates to achieve client-centric sales behaviors. Proficient in delivering comprehensive financial solutions and practice management strategies to enhance client relationships.

Highest-signal resume keywords

Financial Planning Concepts ExpertiseClient Lifecycle ManagementCoaching and Motivating AssociatesBusiness Development ExperienceWealth Management Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Quantitative AnalysisRetirement Planning SellingPractice Management StrategyClient Relationship ManagementSales Techniques

Soft Skills

CoachingCollaborationCommunication

Tools & Technologies

TIAA’s Solutions and ToolsClient Engagement Model

Certifications & Qualifications

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

Industry Keywords

Wealth ManagementClient-Centric SalesFinancial SolutionsPractice ManagementClient Seminars

About the role

Key responsibilities & impact

Build and maintain close relationships with client-facing Wealth Management associates
Coach and motivate associates to meet clients’ comprehensive goals by identifying productivity enhancements and sharing best practices
Collaborate with client-facing leaders to develop coaching plans that influence client-centric and comprehensive sales behaviors
Educate and coach associates on TIAA’s solutions and tools within TIAA’s Client Engagement Model
Participate as a keynote speaker at client seminars as needed
Join client meetings to coach or show-coach client-facing associates
Act as a subject matter expert in financial planning concepts
Support wealth market leaders by delivering comprehensive planning and financial solutions through coaching, skill development, and effective practice management

Requirements

What you’ll need

5+ years of work experience required; 7+ years preferred
University degree preferred
Series 7, Series 63, Series 65, or Series 66 FINRA registrations
Life and Health Insurance License (Resident State) - Multiple Issuers required
Understanding of clients’ unique financial objectives
Advanced proficiency in client lifecycle management
Subject matter expertise in financial planning concepts
Knowledge of TIAA’s solutions and tools
Experience with business development, client relationship management, practice management strategy, quantitative analysis, retirement planning selling, sales, and wealth management

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Learning experiences and development pathways
Incentive program linked to performance may be available, including annual discretionary incentive programs and non-annual sales or other incentive plans
Accessibility support and reasonable accommodation for the online application process
Drug-free and smoke-free workplace