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TIAA

Director, Wealth Management Coach

TIAA

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

Posted 11/3/2026full-timePrinceton • New Jersey • United 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 goals. Proficient in practice management strategies and knowledgeable about TIAA solutions and tools.

Highest-signal resume keywords
Financial Planning Concepts ExpertiseClient Lifecycle ManagementSeries 7 RegistrationSeries 63 RegistrationLife and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Quantitative Analysis SkillsPractice Management StrategyWealth Management KnowledgeTIAA Solutions KnowledgeCoaching and Motivating Associates
Soft Skills
Relationship BuildingCollaborationInfluencing Behaviors
Tools & Technologies
Client Engagement Model
Certifications & Qualifications
Series 65 RegistrationSeries 66 Registration
Industry Keywords
Wealth ManagementClient-Centric Sales PracticesFinancial Objectives

About the role

Key responsibilities & impact
  • Build and maintain close relationships with client-facing Wealth Management associates
  • Coach and motivate associates to achieve comprehensive client goals
  • Identify productivity enhancements and share best practices with the team
  • Collaborate with client-facing leaders to develop coaching plans
  • Influence behaviors supporting client-centric and comprehensive sales practices
  • Educate and coach associates on TIAA solutions and tools within the 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 Management leaders in driving results through coaching, skill development, and practice management

Requirements

What you’ll need
  • 5+ years of work experience required
  • 7+ years of work experience preferred
  • Series 7 registration
  • Series 63 registration
  • Series 65 registration
  • Series 66 registration
  • Life and Health Insurance License (Resident State) required
  • Understanding of clients’ unique financial objectives
  • Advanced proficiency in client lifecycle management
  • Expertise in financial planning concepts
  • Knowledge of TIAA solutions and tools
  • Knowledge of wealth management
  • Quantitative analysis skills
  • Practice management strategy
  • Sedentary work capability

Benefits

Comp & perks
  • Superior retirement program
  • Competitive health, wellness, and work-life offerings
  • Financial well-being support
  • Learning experiences and development pathways
  • Future-focused skills and AI tools