Senior Director, Wealth Sales and Solutions Coaching Region Manager (New York & Northeast Regions)

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 oversee the enhancement of skills and the ability to drive opportunities through the client engagement cycle and support the presentation of solutions to clients. Also, the 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

7+ years preferred to include:

• Proven Leadership and Team Management 7+ years of experience leading and developing high-performing teams, with a demonstrated ability to manage performance through structured feedback, coaching, and formal review processes to drive engagement and results.
   
• Wealth Management and Solutions Expertise Deep knowledge of comprehensive wealth solutions, client engagement models, and product proficiency, with the ability to translate that expertise into actionable coaching strategies for client-facing associates.
   
• Strategic Coaching and Practice Development Demonstrated experience designing and executing coaching frameworks that strengthen advisor skills across client discovery, relationship building, objection handling, and solution presentation within a structured sales cycle.
   
• Cross-Functional Collaboration and Stakeholder Partnership Track record of partnering effectively with senior market leaders and cross-functional teams to align messaging, embed referral models, and drive business objectives like wealth penetration for in-plan clients.

Related Skills

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

Anticipated Posting End Date:

2026-06-10

Base Pay Range: $151,000/yr - $211,000/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). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

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: [email protected]

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TIAA maintains a drug-free and smoke/free workplace.

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