Learning & Development / Distribution Learning Lead EMEA/APAC

TIAA; Greater London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A global investment management firm is looking for a leader to drive advanced selling skills development across their distribution channels. The ideal candidate will implement comprehensive learning strategies for institutional sales teams, emphasizing client engagement and effective training. This role requires a strong background in financial services, project management skills, and the ability to present effectively to large audiences. The position involves collaboration with international teams and occasional travel for stakeholder engagement.

Qualifications

• Financial services or investment industry experience required.
• Learning & Development or instructional design experience is essential.
• Sales effectiveness/enablement experience preferred.

Responsibilities

• Lead advanced selling skills development for distribution channels.
• Implement L&D strategy for Global Institutional business.
• Design learning solutions for product knowledge and selling skills.

Skills

Leadership

Client engagement

Sales training

Project management

Communication skills

Education

Bachelor's degree or equivalent

Tools

MS Office

Job description

You will serve as the leader of advanced selling skills development for all Nuveen distribution channels globally while also acting as the Learning & Development lead for Global Institutional sales team in EMEA and your primary capacity youll develop strategy drive execution measure impact and facilitate the adoption of advanced selling skills and client engagement practices across Global Institutional and US and Global Wealth channels. Advanced selling skills encompass sophisticated client engagement techniques consultative selling approaches solution-based selling methodologies and strategic relationship management practices that elevate sales professionals beyond foundational competencies.

Key Responsibilities and Duties

Advanced Selling Skills Leadership (Primary Focus)

• Lead the development and implementation of an enterprise-wide advanced selling skills strategies for distribution channels (Global Institutional, US Wealth, and Global Wealth).
• Partner with Head of Sales and Learning and Development to conduct learning needs analyses and create comprehensive advanced skills development business plans that align with Nuveens business strategy.
• Develop and implement a comprehensive strategic plan that supports and institutionalizes client engagement and sales processes across all channels.
• Create and maintain effective measurement frameworks to track efficacy and impact of advanced selling skills initiatives.
• Design learning journeys, assessments, and action plans for sales and product roles across all distribution channels.
• Analyse performance data to continuously refine and improve advanced skills programs.
• Facilitate advanced selling skills training and workshops for sales professionals across global markets.
• Coach sales professionals and leaders on incorporating best practices in client engagement and consultative selling.
• Deliver high-impact learning experiences that drive behavioural change and measurable business outcomes.

Learning Lead for Global Institutional Sales (Secondary Focus)

• Implement the Learning & Development strategy specifically for Global Institutional business in EMEA, APAC, and Americas.
• Design and deliver learning solutions that accelerate selling skills, product knowledge, competitive intelligence, regulatory understanding, and platform proficiency for institutional sales teams.
• Collaborate with Learning Lead for Product Education and business partners to design educational solutions for Nuveen products and asset classes.
• Co-lead or lead product education deliveries within EMEA and APAC regions for institutional audiences.
• Develop deep understanding of the firm’s investment strategies and capabilities relevant to global wealth, insurance, and institutional clients (alternatives, credit, UCITs, etc.) supporting product education initiatives led by L&D peers.
• Design sales-related content for Global Institutional New Hire programs in collaboration with L&D team.
• Facilitate sales-related content for new hires within Global Institutional and Americas business channels supporting broader onboarding programs driven by L&D peers.
• Leverage artificial intelligence and other technological solutions to increase efficiency and scale learning solutions across a global client base.
• Manage vendors and third-party partners delivering learning services to ensure quality learning design.
• Travel periodically within the markets to build deeper stakeholder relationships.

Qualifications

• Bachelors degree or equivalent professional experience.
• Financial services or investment industry experience.
• Learning & Development or instructional design experience.
• Sales background or sales effectiveness/enablement experience preferred.
• Supervision or management experience preferred.
• Proven success in facilitation and delivery of training and assessment programs.
• Exceptional written and verbal communication skills; comfort presenting to audiences of 100.
• Strong project management and organizational skills.
• Ability to quickly build relationships across different cultures and global regions.
• Ability to collaborate effectively with all levels of the organization across multiple business areas.
• Self-starter with strong time management skills and ability to work independently.
• Proficiency in MS Office suite.
• Important: This position works on a global team across Americas, EMEA, and APAC and will frequently require meetings outside of standard workday hours.
• Travel: Approximately 10% under normal conditions including in-region travel and annual travel to the United States.

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