Key skills
Leadership
About this role
Role Overview
- Oversee a team providing coaching to wealth client-facing associates on TIAA's client engagement model
- Collaborate with market wealth Senior Directors for consistent messaging
- Manage team performance through feedback and performance reviews
Requirements
- 5+ Years Required; 7+ Years Preferred Work Experience
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24
- Proven Leadership and Team Management
- Deep knowledge of comprehensive wealth solutions and client engagement models
- Demonstrated experience designing coaching frameworks for client-facing associates
Benefits
- Comprehensive Total Rewards package
- Health insurance
- Superior retirement program
- Highly competitive health, wellness, and work-life offerings