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TIAA

Director, Wealth Management Coach

TIAA

Director, Wealth Management Coach at TIAA empowering associates with financial advice and solutions. Driving results through coaching and skill development in a collaborative environment.

Posted 7/1/2026full-timeHackensack • New Jersey, New York • 🇺🇸 United StatesLead💰 $155,000 - $167,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in coaching and motivating client-facing Wealth Management associates to achieve comprehensive goals while building strong relationships. Proficient in educating teams on financial solutions and participating in client seminars as a keynote speaker.

Highest-signal resume keywords
Coaching Client-Facing AssociatesWealth Management ExpertiseFINRA Series 7 RegistrationFINRA Series 63 RegistrationLife and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Relationship BuildingMotivational LeadershipCollaboration
Certifications & Qualifications
FINRA Series 65 RegistrationFINRA Series 66 Registration
Industry Keywords
Wealth ManagementClient SeminarsTIAA Solutions

About the role

Key responsibilities & impact
  • 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.
  • Collaborate with client facing leaders to develop coaching plans.
  • Educate and coach client-facing Wealth Management associates on TIAA’s solutions.
  • Participate as a keynote speaker at client seminars, as needed.

Requirements

What you’ll need
  • University (Degree) Preferred
  • 5+ Years Required; 7+ Years Preferred
  • FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
  • Life and Health Insurance License (Resident State) - Multiple Issuers required

Benefits

Comp & perks
  • superior retirement program
  • highly competitive health, wellness and work life offerings