Director, Wealth Management Coach- Glendale, CO
Core
Enable client-facing Wealth Management associates to provide objective and comprehensive advice across the full financial spectrum aligned with clients' long-term interests.
Role type
Director, Wealth Management Coach (Senior IC)
Builds
Comprehensive planning and financial solutions through coaching and skill development for wealth market leaders
Domain
Wealth Management / Financial Planning
Required skills
Financial Planning, Client Relationship Management, Practice Management Strategy, Retirement Planning, Quantitative Analysis, Sales, Consultative Communication, Due Diligence
Preferred skills
Business Development, Continuous Improvement Mindset, Prioritizes Effectively, TIAA Products/Services Acumen
Technologies
TIAA's Client Engagement Model, TIAA's solutions and tools
Responsibilities
Coach and motivate client-facing Wealth Management associates to meet comprehensive goals of clients; Collaborate with client-facing leaders to develop coaching plans; Educate and coach associates on TIAA's solutions and tools; Act as a keynote speaker at client seminars and join client meetings to coach/show-coach associates; Serve as a subject matter expert in financial planning concepts and client lifecycle management
Seniority
Director, Senior Leadership