Sr. Director, Wealth Sales and Solutions Coaching Region Manager - TIAA

Wealth Sales & Solutions Coaching Regional Manager
The Sr. Director, Wealth Sales and Solutions Coaching Region Manager reports to the MD, Head of Wealth Sales & Solutions Coaching. The role is responsible for overseeing a team that provides coaching to wealth client facing associates on TIAA's client engagement model and suite of products and solutions. This role requires an understanding of wealth solutions, business objectives, as well as clients' unique objectives as identified through the client engagement model. Through one-on-one coaching, this role will oversee the enhancement of skills and the ability to drive opportunities through the client engagement cycle and support the presentation of solutions to clients. This role will build on the partnership with the Retirement Sales & Product Coaching team to further develop and embed an effective referral model to drive wealth penetration for in plan clients.

Key Responsibilities and Duties

• Shapes and adopts the client engagement process and practice management that drives the success of the Wealth Distribution and the organization's clients.
• Collaborates with market wealth Senior Directors to ensure consistent messaging and implementation of integrated wealth solutions.
• Provides strategic direction and vision for conducting practice/feedback sessions related to value proposition, value statements, relationship calling, client discovery, presentation skills, overcoming objections, partnership engagements, asking for introductions, etc.
• Oversees the strategy and development of a coaching plan to support Wealth Management Coaches to work with their teams on meeting/exceeding the comprehensive needs of their clients.
• Supports execution of the strategy and development of product proficiency, tool proficiency and adoption, and client engagement coaching plans for Wealth client-facing associates.
• Educates client-facing teams on the distribution of comprehensive or total solutions within the client engagement model.
• Works with market Wealth Senior Directors to address client-facing associate skill set depth and readiness to execute within a client focused model.
• Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional services and engagement, motivation, and development of team.

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; Series 24

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9PL
Related Skills

• Channel Management
• Collaboration
• Commercial Acumen
• 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: 2024-09-16

Base Pay Range: $170,000/yr. - $190,000/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.

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.

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.

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.

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

Email: accessibility.support@tiaa.org

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