TIAA
Director, Wealth Management Coach- Glendale, CO
Glendale, CO - 720 South Colorado Boulevard · Director
Sponsorship not specifiedDetected 11 days ago
AccessibilityBusiness DevelopmentCommunicationCollaborationMentoring
About the role
- 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.
- For more than 100 years, TIAA has delivered it for millions of people.
Responsibilities
- Build and maintain close relationships with client facing Wealth Management associates.
- Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results.
- accessibility.support@tiaa.org
- TIAA maintains a drug-free and smoke/free workplace.
- At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.
- We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.
- Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact.
- Accessibility Support
- TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
Requirements
- Multiple Issuers required
Nice to have
- 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.
- 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.
- University (Degree) Preferred
- 5+ Years Required
- 7+ Years Preferred
Compensation
- $155,000/yr - $167,000/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).
Benefits
- 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.
- To learn more about your benefits, please review our Benefits Summary.
- Life and Health Insurance License (Resident State)
- Every worker deserves a secure retirement.
- Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management.
- Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
- Benefits and Total Rewards
Company info
- Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.
- They influence every decision we make and how we work together to serve our clients every day.
- We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results.
- The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
- 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.
Equal opportunity
- We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
- Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
- If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
- Phone: (800) 842-2755
This listing is sourced directly from TIAA's careers page and normalized into a canonical job model.