Director, Wealth Management Coach

4 weeks ago

Grand Rapids, United States TIAA Full time
Wealth Management Coach
The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management.

Key Responsibilities and Duties 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 of clients by identifying productivity enhancements and best practices to share with the team. Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. Educate and coach client-facing Wealth Management associates on TIAA’s solutions and tools within the framework of TIAA’s Client Engagement Model. Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show-coach client facing associates. Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work
Career Level
9IC
Related SkillsBusiness Acumen, Channel Management, Collaboration, Commercial Mindset, Consultative Communication, Customer Engagement, Differentiates Value Proposition, Executive Presence, Influence, Market/Industry Dynamics, Project Management, Relationship Management, Sales, Stakeholder Engagement, Strategic Thinking, TIAA Products/Services Acumen

Anticipated Posting End Date:

2024-05-31Base Pay Range: $160,000/yr. - $170,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

_____________________________________________________________________________________________________

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

  • Director, Wealth Management Coach

    1 week ago

    Grand Rapids, Michigan, United States TIAA Full time

    Job DescriptionWealth Management CoachThe Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified...

  • Wealth Management Client Associate

    3 weeks ago

    Grand Rapids, United States Bank of America Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other...

  • Wealth Management Client Associate

    1 week ago

    Grand Rapids, Michigan, United States Bank of America Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other...

  • Private Wealth Advisor

    3 weeks ago

    Grand Rapids, United States Old National Bank Full time

    Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through...

  • Associate Wealth Management Advisor

    3 weeks ago

    Grand Rapids, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Partners with Wealth Management Advisors for client relationships with more than $2MM in investable assets to help ensure the Private Bank experience is delivered....

  • Private Wealth Advisor II

    5 days ago

    Grand Rapids, United States Old National Bank Full time

    Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through...

  • Wealth Management Advisor Ii

    2 weeks ago

    Grand Rapids, United States Fifth Third Bank Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve...

  • Wealth Management Advisor II

    1 week ago

    Grand Rapids, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...

  • Wealth Management Advisor II

    2 weeks ago

    Grand Rapids, United States Fifth Third Bank Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and...

  • Lead Supervisor I

    1 week ago

    Grand Rapids, Michigan, United States Coach Full time

    Coach JobID: [Store Manager] As a Lead Supervisor at Coach, you'll: Enforce sales strategies, initiatives and growth across all categories; Coach team on how to incorporate trends into their selling experience with customers; Encourage team to build long term relationships with customers to drive business; Coach, develop and motivate the team; Ensure all...

  • Operations Specialist

    6 days ago

    Grand Rapids, United States Academy Wealth Management Full time

    POSITION The Operations Specialist supports the business owner in day-to-day operations of the financial planning practice. This includes managing schedules, handling client communication, and overseeing ongoing projects. FIRM Academy Wealth Management provides financial planning and investment management services to professional and business-owning...

  • Operations Specialist

    1 week ago

    Grand Rapids, United States Academy Wealth Management Full time

    POSITIONThe Operations Specialist supports the business owner in day-to-day operations of the financial planning practice. This includes managing schedules, handling client communication, and overseeing ongoing projects.FIRMAcademy Wealth Management provides financial planning and investment management services to professional and business-owning...

  • Operations Specialist

    1 week ago

    Grand Rapids, United States Academy Wealth Management Full time

    POSITIONThe Operations Specialist supports the business owner in day-to-day operations of the financial planning practice. This includes managing schedules, handling client communication, and overseeing ongoing projects.FIRMAcademy Wealth Management provides financial planning and investment management services to professional and business-owning...

  • Administrative Support Specialist

    1 month ago

    Grand Rapids, United States Harvest Wealth Advisors Full time

    Job DescriptionJob DescriptionAre you analytical and technical in nature? Are you sincere in building client relationships? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! Harvest Wealth Advisors are looking for someone who possesses these traits to join their team as an Administrative Support Specialist. The...

  • Administrative Support Specialist

    4 weeks ago

    Grand Rapids, United States Harvest Wealth Advisors Full time

    Job DescriptionJob DescriptionAre you analytical and technical in nature? Are you sincere in building client relationships? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! Harvest Wealth Advisors are looking for someone who possesses these traits to join their team as an Administrative Support Specialist. The...

  • Associate Divisional Business Director

    4 weeks ago

    Grand Rapids, United States Rockefeller Capital Management Full time

    About Rockefeller Capital Management: Rockefeller Capital Management is a leading independent financial advisory firm - providing wealth management, asset management, and strategic advisory services to ultra - and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated...

  • Associate Divisional Business Director

    3 days ago

    Grand Rapids, United States Rockefeller Capital Management Full time

    About Rockefeller Capital Management: Rockefeller Capital Management is a leading independent financial advisory firm - providing wealth management, asset management, and strategic advisory services to ultra - and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated...

  • Wealth Financial Advisor

    1 month ago

    Grand Rapids, United States CAPTRUST Full time

    Overview: WHO are we looking for?? CAPTRUST is seeking?Wealth Financial Advisors?who will attract new, affluent wealth clients to the firm using a comprehensive financial planning approach. The successful candidate will join an established wealth management and institutional advisory team providing independent advice and customized service to clients....

  • Wealth Financial Advisor

    4 weeks ago

    Grand Rapids, United States CAPTRUST Full time

    Overview: WHO are we looking for?? CAPTRUST is seeking?Wealth Financial Advisors?who will attract new, affluent wealth clients to the firm using a comprehensive financial planning approach. The successful candidate will join an established wealth management and institutional advisory team providing independent advice and customized service to clients....

  • Family Office Wealth Advisor

    1 month ago

    Grand Rapids, United States Greenleaf Trust Full time

    What's This Job All About? Responsible for continual communication with and relationship development of Family Office clients, prospects, and COIs. In coordination with Family Office team members, responsible for developing investment policy statements, family wealth blueprints, determining asset allocation, coordinating investment selection and...