Hiring: Director, Wealth Management Coach- Glendale, CO Company: TIAA Location: Greater Colorado Springs Area Job Posted Time: 2026-09-10 11:52:57 Target Skills & Keywords : Financial Planning, Series 66, Series 7, Wealth Management About the job Experience: •5+ Years Required; 7+ Years Preferred •SRC Indicator: Series 7; Series 63; Series 65; Series 66 Required Skills: •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. •Partner cross-functionally with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. •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. •Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Qualifications: •University (Degree) Preferred •Life and Health Insurance License (Resident State) - Multiple Issuers required Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!