Senior Associate, Wealth Learning Operations

Nuveen; Mumbai; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

Nuveen is seeking a Senior Analyst to support the Wealth Training Team in India, focusing on reporting, tracking, and Workday operations to drive efficient training programs and coaching delivery.

The role emphasizes data accuracy, process improvement, and cross-functional collaboration with training content designers and stakeholders, enabling scalable learning initiatives.

Qualifications

• Strong organizational skills and attention to detail.
• Proficiency in HR/training systems (or willingness to learn).
• AI/MyGait Fluency.
• In-depth experience with reporting tools (e.g., Excel, PowerPoint, or BI tools).
• Ability to manage multiple tracking processes simultaneously.
• Clear written and verbal communication skills.
• Prior experience in training operations, L&D support, or a similar analyst role is a plus.

Responsibilities

• Reporting: Prepare regular and ad hoc reports on training activities, program participation, coaching delivery, and other team metrics for stakeholders and leadership.
• Tracking: Maintain accurate tracking of training schedules, completion status, enrollment data, and coaching engagements across the team's programs.
• Workday Operations: Manage Workday-related tasks such as data entry, updates, and record maintenance related to training assignments, learning activities, and team operations.
• Operational Support: Assist with day-to-day administrative and operational needs of the Wealth Training Team, including coordinating logistics, maintaining documentation, and supporting process improvements.
• Cross-Team Coordination: Liaise with team members responsible for training content, program design, and coaching delivery to ensure data and reporting needs are met accurately and on time.
• Data Quality: Monitor and maintain the accuracy and integrity of training-related data across systems.

Skills

AI/MyGait Fluency

Organizational skills

Communication skills

Multitasking

L&D operations experience

Liaising with management

Education

University degree

Tools

Workday

Excel

PowerPoint

BI tools

Job description

The Senior, TIAA India Learning and Development job plans, administers, and oversees employee development and career planning strategies, procedures and initiatives. 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

• Liaises with management and interviews employees to identify and assess training and development needs.
• Reviews and refines formal training and development programs for learning initiatives.
• Oversees the training of organization's employees.
• Manages events, programs, and activities to meet the staff training and development needs.
• Evaluates employees' learning performance and related improvements to enhance the performance of the workforce.
• Administers programs to enhance the skills of the organization's employees.
• Develops constructive and cooperative working relationships with other employees.

Educational Requirements

University (Degree)

Preferred Work Experience

5+ Years Required; 7+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level 8IC Level: 8IC Team: Wealth Training Team Function: Reporting, Tracking, and Operations Support

Role Overview

The Analyst will support the Wealth Training Team by managing reporting, tracking, and operational processes that enable the team to deliver training content, training programs, and coaching effectively. This role focuses on the administrative and analytical backbone that keeps training operations running smoothly.

Key Responsibilities

• Reporting: Prepare regular and ad hoc reports on training activities, program participation, coaching delivery, and other team metrics for stakeholders and leadership.
• Tracking: Maintain accurate tracking of training schedules, completion status, enrollment data, and coaching engagements across the team's programs.
• Workday Operations: Manage Workday-related tasks such as data entry, updates, and record maintenance related to training assignments, learning activities, and team operations.
• Operational Support: Assist with day-to-day administrative and operational needs of the Wealth Training Team, including coordinating logistics, maintaining documentation, and supporting process improvements.
• Cross-Team Coordination: Liaise with team members responsible for training content, program design, and coaching delivery to ensure data and reporting needs are met accurately and on time.
• Data Quality: Monitor and maintain the accuracy and integrity of training-related data across systems.

Qualifications

• Strong organizational skills and attention to detail
• Proficiency in Workday or similar HR/training systems (or willingness to learn)
• AI/MyGait Fluency
• In- depth experience with reporting tools (e.g., Excel, PowerPoint, or BI tools)
• Ability to manage multiple tracking processes simultaneously
• Clear written and verbal communication skills
• Prior experience in training operations, L&D support, or a similar analyst role is a plus

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.

Equal Opportunity Employer

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. 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: [phone] Email: [e-mail]

Equal Opportunity Statement

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box