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SalaryHead of WealthAssociate Onboarding & Readiness Experience
The MD, Head of WealthAssociate Onboarding & Readiness Experience is responsible for developing and executing the business strategy for Associate Onboarding, learning journeys, and associate readiness and adoption of strategic initiatives across Wealth associate roles. The role will be responsible for leading a team of leaders and requires highly proficient leadership, training, and coaching ability. Also, the role will have a critical partnership with Enterprise Learning & Development teams to further develop and embed an effective training model and learning journey. The leader will work closely with leadership across the Wealth COO and Wealth Distribution organizations.
Key Responsibilities and Duties
Career Level
10PL
Required Qualifications:
The MD, Head of WealthAssociate Onboarding & Readiness Experience is responsible for developing and executing the business strategy for Associate Onboarding, learning journeys, and associate readiness and adoption of strategic initiatives across Wealth associate roles. The role will be responsible for leading a team of leaders and requires highly proficient leadership, training, and coaching ability. Also, the role will have a critical partnership with Enterprise Learning & Development teams to further develop and embed an effective training model and learning journey. The leader will work closely with leadership across the Wealth COO and Wealth Distribution organizations.
Key Responsibilities and Duties
- Develops the strategic vision for Wealth business new hire onboarding and initial training through partnership with Wealth Distribution and Wealth Sales Enablement leaders.
- Designs, oversees, and continuously improves common aspects of the onboarding process (e.g., access, space, licensing, etc.) for all Wealth roles.
- Continuously evaluates new systems, tools, and processes used for Associate Onboarding and initial training in partnership with Learning and Development.
- Partners with enterprise Learning and Development and Wealth Distribution leadership to develop, maintain, and evolve training content for Wealth associate roles.
- Oversees Associate Onboarding process for common aspects across all Wealth roles then transitions associates to the appropriate functional teams for role-specific training.
- Liaise with key partners to develop and deliver a seamless onboarding experience.
- Supports ongoing training needs for Wealth Associates.
- Monitors competitors and peer organizations to stay abreast of emerging trends in the wealth/ financial services industry and uses this information to secure the competitive position of the organization.
- Develops and maintains strategic relationships with Wealth Sales Enablement leaders, Wealth Distribution leaders, and key business partners in other business areas to drive effective strategies to equip and enable frontline associates to effectively serve our clients.
- Oversees the development, evolution, and maintenance of infrastructure for delivering tools and learning.
- Oversees a team of leaders responsible for learning experts and frontline role readiness associates that ensure relevant and timely training for Wealth associates.
- Manages performance of team through regular, timely feedback, as well as the formal performance review process to ensure delivery of strategic initiatives, and to foster the engagement, motivation, and development of team.
- University (Degree) Preferred
- 8+ Years Required; 10+ Years Preferred
- SRC Indicator: Series 7; Series 24
- Physical Requirements: Sedentary Work
Career Level
10PL
Required Qualifications:
- A minimum of 8+ years of Wealth business strategy and enablement support experience, identifying wealth management onboarding and training trends.
- Bachelor's Degree or Equivalent Experience.
Preferred Qualifications:
- Strong interpersonal skills and the ability to interact with people at all levels.
- Ability to think critically and find creative, practical solutions to achieve objectives.
- Strong oral and written communication skills, including presentation and public speaking skills.
- Ability to adapt to and initiate change.
- Demonstrated ability to work collaboratively with cross-functional groups and support senior management.
- A highly collaborative business partner who can effectively manage and influence relationships that are widely dispersed both functionally and geographically.
Anticipated Posting End Date:
2024-03-25 Base Pay Range: $184,000/yr. - $289,000/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
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. 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/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.
Read more about the Equal Opportunity Law
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:
accessibility.support@tiaa.org
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