Learning Development Manager

Learning & Development Manager
The Learning and Development Manager plays a vital role in supporting associates through collaboration and mentoring to ensure they possess the skills needed to provide a consistent experience to our clients and grow their practices. The Learning & Development Manager is responsible for increasing consistency in the of a client engagement process leading to improved speed to productivity for the wealth management associates. This individual will also develop practice management routines and facilitate strategic training initiatives with the goal of helping associates progress opportunities through the client engagement process. The Learning & Development Manager will impact associate development through focused support in the key foundational areas including communication skills our solution offering and practice management techniques.

Key Responsibilities and Duties

• Support the development of associates in order to improve speed to productivity.
• Help associates consistently deliver an endtoend client engagement process by leading with financial planningbased advice deep discovery and the implementation of solutions.
• Design and develop growth plans in partnership with management team to increase consistency in productivity. oIdentify needs understand priorities and create a plan to improve productivity and effectiveness. oProvide collaborative training to associates who are improving their skills and abilities to execute in their quantitative and qualitative needs analysis techniques to help prioritize focus and learning efforts. oMeasure key metrics to assess impact and success of development programs.
• Support development of practice management solutions and businessbuilding techniques that will help associates efficiently grow their practice. oConduct development sessions related to client interactions examples include: value proposition client discovery presentation skills solution delivery objection resolution and asking for associates achieve activity goals and pipeline associates with premeeting planning and post meeting debrief to increase overall client engagement effectiveness. oIdentify opportunities to drive behavior change and performance improvement.
• Assist in the development and of programs and routines to help associates: oAnalyze their current practice set targets for improvement and refine business development strategies and activities to achieve their goals. oUnderstand how to leverage client feedback and refine their client experience while creating a culture of highly proficient and effective by embracing consultative selling practices.
• Work with Associates and leaders to share stories methods best practices and the practices and behaviors of high performing a blend of learning methods to maximize learning retention and scalability

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

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

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 Due Diligence Wealth Management

Anticipated Posting End Date:

Base Pay Range: $106100/yr. $156000/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 nonannual sales incentive plans or other nonannual incentive plans).

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 were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats 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 wellbeing. 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.

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