layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Director, Wealth Management Coach-New York, NY
TIAA
New York, NY, USA; New York, NY - 730 Third Avenue; Roseland, NJ, USA; Hackensack, NJ, USA; Princeton, NJ, USA
Source: TIAA careers · View original posting
- Pay
- $167,000 — $167,000 USD per year
- Employment
- full time
Employer job description
From TIAA's posting. “We” and “our” refer to the employer.
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.