TIAA MD, Head of Wealth Sales & Solutions Coaching in United States
Head of Wealth Sales & Solutions Coaching
The MD, Head of Wealth Sales and Solutions Coaching reports to the SMD, Head of Wealth Sales Enablement and is responsible for overseeing the strategic coaching plan, client engagement process, and leading a team of market coaching leaders that provide coaching and learning to Wealth Distribution client facing associates. This role requires an understanding of wealth solutions, business objectives, as well as clients' unique objectives as identified through the client engagement model. The role requires highly proficient leadership and coaching ability. Also, the role will have a critical 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
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 streamlined coaching and training plans for Wealth Distribution leadership and coaching teams to work with their teams on meeting/exceeding the comprehensive needs of their clients.
Liaise with key partners to develop and deliver a seamless onboarding experience.
Support ongoing training needs for wealth associates. Work with Retirement Sales Excellence to ensure a consistent client experience.
Monitors competitors and peer organizations to stay abreast of emerging trends in the wealth/ financial services industry and uses this information to secure the competitive position of the organization.
Oversees the strategy and development of product proficiency, tool proficiency and adoption, and client engagement coaching plans for Wealth distribution client-facing associates.
Supports the education of client-facing teams on the distribution of comprehensive solutions within the client engagement model.
Identifies and integrates a broad opportunity set of influences to drive productivity and adoption amongst the organization's client facing associates and leadership.
Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of strategic initiatives, and to foster the engagement, motivation, and development of team.
- University (Degree) Preferred
- 8+ Years Required; 10+ Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24
- Physical Requirements: Sedentary Work
Base Pay Range: $190,400/yr. - $287,000/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).
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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 (https://www.dol.gov/general/topics/posters) .
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.
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Phone: (800) 842-2755
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
Nondiscrimination & Equal Opportunity Employment
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)
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