Sales Advisor & Development Operations Associate

Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at www.Nuveen.com
Job Description:
As an Operations Associate within the Global Sales and Advisor Development team you will be responsible for providing operational and administrative support for various programs including:
1) New Hire and Product training programs taking place domestically and across the globe
2) Operationally supporting the implementation and execution of the overall learning and development education framework.
An Operations Associate must be a highly organized, detail-oriented professional who is responsible for overseeing the planning, execution, and delivery of key programs.
Key Responsibilities and Duties

• Ensure and remotely oversee effective delivery on all operational aspects of assigned internal education programs or other events (in person and virtual) in collaboration with clients, SMEs, and other learning-related team members
• Take ownership of the creation of organizational resources: learning resource portals/document depositories, training agendas, calendars, automated tracking & organizational resources
• Create pre and post program communications with participants. This includes preparation of welcome letters, logistics information, and registration information
• Edits and integrates content into organization's templates and communication deployment systems
• Executes multiple administrative assistant operations including complex meeting scheduling, facility and entertainment arrangements, and expense and billing reconciliation with a focus on process improvement and scalable design
• Participate in the continual improvement of existing operational plans for program delivery and maintaining complete files on all programs, to ensure smooth delivery of future program offerings.
• Maintains regular project reports to communicate the status of the projects and results to key stakeholders when needed
• Works collaboratively with internal and external business partners to schedule and execute training programs.
• Manage and maximize a pre-set budget for the program delivery
• Researches and follows market trends, solutions, and technologies that can be leveraged to improve training delivery processes and maximize resource utilization.
• Effectively communicates and can collaborate with team members to work towards successful project outcomes
• Participate in key program activities (meals, social activities and selected classes) to enhance communications, provide support and address issues as they arise. This may include weekend, evening, and early morning hours depending on the program
• Manage evaluation process and track follow-up items; proposes solutions and/or improvements to Learning/Program lead regarding long-term program needs
• Enhance department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
• Perform other duties as assigned

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC
Required Qualifications:

• 2+ years' experience in project planning, project management or event management
  

Desired Qualifications:

• 3+ years' experience in project planning, project management or event management
  
• BA/BS degree
  
• Financial services, investment management or learning and development experience
  
• Comfortable learning new platforms and software and adept at using project planning, dashboard and reporting software programs
  
• Adept at problem-solving and decision-making, with the ability to navigate challenges and make decisions in a timely manner
  
• Exceptional planning, organizational and time management skills
  
• Strong Microsoft Office skills, particularly Excel, PowerPoint, and TEAMS
  
• Excellent written and verbal communication skills; strong proofreading ability
  
• Client centric and flexible interpersonal skills
  
• Insatiable curiosity and proactive problem solving
  
• Ability to work independently to move projects forward
  
• Experience hosting virtual meetings/events via Zoom
  
• Ability to collaborate with all levels of the organization across multiple business areas
  
• Experience working with enterprise technology solutions such as Event Registration tools, Learning Management Systems (e.g., NovoEd, Canvas), and Customer Relationship Management systems (e.g., Salesforce) preferred.
  

*Due to the Global nature of our team a flexible work schedule and ability to work across time zones with occasional irregular hours is required
*Some travel for meeting and event support required (10-15%)
#LI-EL1
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:
2023-12-18
Base Pay Range: $60,700/yr. - $120,000/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
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.For more information about the firm please visit our website atwww.Nuveen.com
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.
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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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