jobs description

Wealth Training Manager
The Senior Director, Wealth Associate Onboarding and Foundational Training role is responsible for overseeing the onboarding and foundational training programs for Wealth Management associates. This role involves providing leadership, direction, and accountability to ensure the successful execution of wealth training initiatives. The Senior Director will also build and maintain strong relationships across TIAA lines of business and provide ongoing data and reporting related to speed to proficiency metrics for wealth associates.

Key Responsibilities and Duties

• Maintain overall responsibility for the wealth management associate onboarding and foundational training programs.
• Lead and provide clear direction accountability to an integrated team to ensure the successful execution of wealth training initiatives.
• Build and maintain strong relationships across lines of business to support training and development efforts.
• Demonstrate foundational knowledge in TIAA wealth management products and services.
• Possess the ability to facilitate training across a variety of wealth topics.
• Provide ongoing data and reporting to the field related to speed to proficiency results for advisors with less than 24 months in production.
• Identify opportunities for continuous improvement in training programs and implement changes as necessary to enhance the effectiveness of training initiatives.

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
Related Skills

• Adaptability
• Business Acumen
• Collaboration
• Communication
• Consultative Communication
• Detail-Oriented
• Executive Presence
• Financial Acumen
• Messaging Effectiveness
• Prioritizes Effectively
• Problem Solving
• Project Management
• Relationship Management
• Strategic Thinking

Anticipated Posting End Date: 2024-10-31

Base Pay Range: $150,300/yr. - $190,400/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.

Company Overview

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.

Equal Opportunity

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.

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.

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Frisco TX United States

salary-criteria

Apply - Sr. Director, Wealth Onboarding & Foundational Training