Director, Wealth Management Coach
TIAASan Diego, California, United States • Pasadena, California, United States • California, United States • Palo Alto, California, United States
Posted March 3, 2026
160000 - 170000 USD
Full Time
About the Company
TIAA is a market-leading retirement company fueled by world-class asset management.
Job Description
The Director, Wealth Management Coach enables client-facing Wealth Management associates to provide objective and comprehensive advice aligned with clients' long-term interests.
Requirements
- Build and maintain close relationships with client-facing Wealth Management associates
- Coach and motivate client-facing Wealth Management associates to meet comprehensive goals of clients
- Collaborate with client-facing leaders to develop coaching plans to influence behaviors that support client-centric and comprehensive sales practices
- Educate and coach client-facing Wealth Management associates on TIAA's solutions and tools
- Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Competitive health, wellness, and work life offerings