Learning & Development Manager

Nuveen; Dallas, Northern (TX, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Nuveen is seeking a Learning & Development Manager to enhance the productivity of wealth management associates through structured training, mentoring, and practice management initiatives. You will design growth plans, lead client-engagement training, and drive adoption of consultative selling techniques.

The role emphasizes developing associates’ skills in financial planning, discovery, solution delivery, and relationship-building, with a focus on increasing client engagement effectiveness and

Qualifications

• University degree preferred for role responsibilities.
• 5+ years of work experience required; 7+ years preferred.
• FINRA registrations: Series 7; Series 63; Series 65; Series 66.

Responsibilities

• Support the development of associates to improve speed to productivity.
• Lead end-to-end client engagement processes with financial planning-based advice and solutions.
• Design growth plans with management to increase productivity consistency.
• Conduct development sessions on client interactions: value proposition, discovery, presentation, solution delivery, objections, introductions.
• Assist in development and execution of programs to improve practice management and business development strategies.
• Share best practices and success stories with associates and leaders.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Practice Management Strategy

Prioritizes Effectively

Quantitative Analysis

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Management

Education

University (Degree) Preferred

Job description

**Learning & Development Manager** The Learning and Development Manager plays a vital role in supporting associates through collaboration and mentoring, to ensure they possess the skills needed to provide a consistent experience to our clients and grow their practices. The Learning & Development Manager is responsible for increasing consistency in the execution of a client engagement process leading to improved speed to productivity for the wealth management associates.This individual will also develop practice management routines and facilitate strategic training initiatives, with the goal of helping associates progress opportunities through the client engagement process. The Learning & Development Manager will impact associate development through focused support in the key foundational areas, including communication skills, our solution offering and practice management techniques. **Key Responsibilities and Duties*** Support the development of associates in order to improve speed to productivity.* Help associates consistently deliver an end-to-end client engagement process by leading with financial planning-based advice, deep discovery, and the implementation of solutions.* Design and develop growth plans, in partnership with management team, to increase consistency in productivity. o Identify needs, understand priorities, and create a plan to improve productivity and effectiveness. o Provide collaborative training to associates who are improving their skills and abilities to execute in their roles. o Use quantitative and qualitative needs analysis techniques to help prioritize focus and learning efforts. o Measure key metrics to assess impact and success of development programs.* Support development of practice management, solutions and business-building techniques that will help associates efficiently grow their practice. o Conduct development sessions related to client interactions – examples include: value proposition, client discovery, presentation skills, solution delivery, objection resolution and asking for introductions. o Help associates achieve activity goals and pipeline management. o Assist associates with pre-meeting planning and post meeting debrief to increase overall client engagement effectiveness. o Identify opportunities to drive behavior change and performance improvement.* Assist in the development and execution of programs and routines to help associates: o Analyze their current practice, set targets for improvement, and refine business development strategies and activities to achieve their goals. o Understand how to leverage client feedback and refine their client experience while creating a culture of introductions. o Become highly proficient and effective by embracing consultative selling practices.* Work with Associates and leaders to share stories, methods, best practices, and wins. o Understand the practices and behaviors of high performing associates. • Execute a blend of learning methods to maximize learning retention and scalability**Educational Requirements*** University (Degree) Preferred**Work Experience*** 5+ Years Required; 7+ Years Preferred**FINRA Registrations*** SRC Indicator: Series 7; Series 63; Series 65; Series 66**Physical Requirements*** Physical Requirements: Sedentary Work **Career Level** 8IC Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management**Anticipated Posting End Date:**2026-10-03Base Pay Range: $90,000/yr - $130,000/yrActual 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).