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

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Demonstrates expertise in financial planning concepts and client lifecycle management while effectively coaching and motivating associates to enhance client-centric sales practices. Proficient in delivering comprehensive financial solutions and practice management strategies within the wealth management sector.

Highest-signal resume keywords

Series 7 FINRA RegistrationSeries 63 FINRA RegistrationSeries 65 FINRA RegistrationSeries 66 FINRA RegistrationLife and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Planning ConceptsClient Lifecycle ManagementWealth ManagementRetirement PlanningQuantitative AnalysisPractice Management StrategyBusiness DevelopmentDue DiligenceSalesClient Relationship Management

Soft Skills

CoachingMotivatingCollaborationCommunicationPublic Speaking

Tools & Technologies

TIAA Products/ServicesClient Engagement Model

Certifications & Qualifications

Series 7 FINRA RegistrationSeries 63 FINRA RegistrationSeries 65 FINRA RegistrationSeries 66 FINRA RegistrationLife and Health Insurance License

Industry Keywords

Wealth ManagementFinancial SolutionsClient-Centric Sales PracticesComprehensive PlanningClient Meetings

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 practices
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
Series 7 FINRA registration
Series 63 FINRA registration
Series 65 FINRA registration
Series 66 FINRA registration
Life and Health Insurance License (Resident State) - Multiple Issuers required
Understanding of clients’ unique financial objectives and the client engagement model
Subject matter expertise in financial planning concepts
Advanced proficiency in client lifecycle management
Knowledge of wealth management, TIAA products/services, retirement planning, sales, business development, client relationship management, practice management strategy, due diligence, and quantitative analysis
University degree preferred

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Future-focused skills and AI tools
Meaningful learning experiences and development pathways
Incentive program linked to performance may be included, including annual discretionary incentive programs and non-annual sales incentive plans