Analyst - Associate Onboarding & Client Assignment

TIAA; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

TIAA, a global financial services company, seeks an Analyst - Wealth Onboarding Consultant in Mumbai to support onboarding and development programs for Wealth associates. You will review training needs and monitor programs to boost performance.

The role emphasizes program administration, database management, entitlement handling, and process improvements, including automation, with collaboration across teams to deliver impactful learning experiences.

Qualifications

• University degree preferred.
• No prior experience required.

Responsibilities

• Administers onboarding programs to develop Wealth staff capabilities.
• Maintains a database of newly hired Wealth associates to track criteria.
• Manages entitlements and access to internal systems and hardware.
• Identifies opportunities for process improvements including automation.
• Develops cooperative relationships with colleagues across teams.

Skills

Business Acumen

Communication

Consultative Communication

Digital Savviness

Influence

Innovation

Program Measurement

Storytelling

Talent Development

Vendor Management

Partner Management

Education

University degree

Job description

Analyst - Wealth Onboarding Consultant

The Wealth Onboarding Consultant supports the onboarding and development programs for Wealth associates. As a recognized subject matter expert, this job reviews staff training and development needs and monitors the development of training programs to improve individual and organizational performance

Key Responsibilities And Duties

• Administers programs to enhance the skills of the organization's employees.
• Maintain database of newly hired Wealth associates to track and update criteria required for production
• Manages required entitlements including those requiring unique specifications based on role type
• Submits and confirms requests for access to internal systems and hardware
• Identifies and implements process enhancement opportunities including automation
• Develops constructive and cooperative working relationships with other employees.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

5IC

Related Skills

Business Acumen, Communication, Consultative Communication, Digital Savviness, Influence, Innovation, Program Measurement, Story Telling, Talent Development, Vendor / Partner Management

Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.

Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.

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.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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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