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

About this role

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 ...