Regional Advisory Coach
Charlotte , North Carolina
December 17, 2017
Job Description



Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.


By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.


For more information about TIAA, visit our website.




Coaches on the Productivity and Development Team will assist the business-line Leadership Team with decreasing the time to full productivity of new hires, addressing “on the job” development needs of existing staff; and delivering relevant and timely talent and development solutions in partnership with business-line leadership and Productivity and Development.

  • Supports new hires in their Practice Management and business planning processes to ensure focus, quality and effective implementation
  • Coaches new hires in the skills of Consultative Selling Process and the TIAA approach to client engagement  and Practice Management ; observe client interactions and document
  • Acts as Subject Matter Expert in the design, development, and delivery of training to all employees
  • Identifies training opportunities within our current process 
  • Takes guidance from business-line managers and then collaborates on the development needs of individual new hires 
  • Assesses knowledge and experience level of new hires and ensures a development plan is in place to close the gap with job requirements 
  • Delivers coaching and training to new hires and existing staff  that results in improved team performance
  • Supports Directors in facilitating strategy calls with new hires
  • Call center and/or virtual coaching experienced preferred
  • Supports engagement and retention of talent
  • Provides support, as needed, in the interview process for new advisory roles
  • Provides new hire feedback on developmental opportunities in one-on-one and group coaching



  • At least 10 years of experience as an Advisor, Financial Consultant, and/or Coach
  • Bachelor’s Degree, Masters Preferred
  • Call center and/or virtual coaching experience
  • Extensive knowledge of TIAA’s organization, operating model, products, services, systems and tools, policies and procedures; IAS scorecards
  • Excellent communication skills (oral, written, interpersonal)
  • Demonstrated ability to give and receive feedback

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.

If you need assistance applying due to being visually or hearing impaired, please email Careers Help.

This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


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