VP, Learning & Development Associate, Global Institutional and Retirement Team
TIAA
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Job summary
Nuveen’s Sales Learning & Development team seeks a key contributor to drive comprehensive learning strategies across Distribution. You will own New Hire onboarding, product education, and advanced selling skills initiatives, partnering with Sales Leaders and Marketing to align programs with Nuveen's business strategy.
You will design onboarding journeys, develop content, measure impact, and facilitate sessions both virtually and in-person, while collaborating with Product and Marketing to
Qualifications
- 3 years coaching, L&D, or performance management experience ideally in financial services
- Series 7 FINRA registration preferred
- 5 years coaching, L&D, or performance management experience ideal in financial services
Responsibilities
- Support the development and implementation of New Hire onboarding programs for US and global sales roles
- Design learning journeys and assessments to accelerate time-to-productivity for new sales professionals
- Create and deliver educational content for product knowledge and sales tools
- Develop measurement frameworks to track onboarding efficacy and impact
- Facilitate onboarding training sessions both virtually and in-person
- Lead and coach sales professionals and leaders on client engagement and consultative selling
- Build partnerships with Sales Leadership, Product, Marketing to ensure learning solutions meet business needs
- Leverage AI and tech to increase learning efficiency and scale programs
- Travel periodically to engage stakeholders and deliver in-person experiences
Skills
Education
Job description
You will serve as a key contributor within Nuveen's Sales Learning & Development team, driving comprehensive learning strategies across Distribution sales channels. In this role, you’ll support and contribute to learning solutions spanning three critical areas: New Hire education programs, Product education initiatives, and Advanced Selling Skills development. You’ll help develop strategy, drive execution, measure impact, and facilitate the adoption of learning programs that accelerate the capabilities of our distribution sales professionals. Based on your strengths and business needs, you’ll take primary ownership of one or more of these focus areas while actively contributing to all three.
Working closely with US Sales Leaders and business partners, you’ll accelerate knowledge of Nuveen products, asset classes, the competitive landscape, regulatory and business practices, and technological platforms. Your expertise in both the distribution business and best-in-class learning practices will help align our capabilities with the needs and opportunities across Nuveen's sales organization. You’ll partner with key stakeholders throughout Nuveen, TIAA Investments, Product, Marketing, and other areas of the firm to deliver impactful learning experiences that drive measurable business outcomes.
- Support the development and implementation of comprehensive New Hire onboarding programs for US and global sales roles
- Partner with Sales Leadership and Learning and Development to conduct learning needs analyses and create onboarding business plans that align with Nuveen's business strategy
- Design learning journeys and assessments that accelerate time-to-productivity for new sales professionals
- Develop and deliver sales-related content for New Hire programs, including foundational selling skills, product knowledge, team tools and processes, and platform proficiency
- Create effective measurement frameworks to track efficacy and impact of onboarding initiatives
- Facilitate New Hire training sessions and workshops, both virtually and in-person
- Analyze performance data and gather feedback to continuously refine and improve New Hire programs
- Collaborate with business partners to ensure onboarding content remains current and aligned with evolving business needs
- Collaborate with Product, Investment, and Marketing teams to design educational solutions for Nuveen products and asset classes
- Develop deep understanding of the firm’s investment strategies and capabilities relevant to distribution clients (alternatives, credit, fixed income, equities, etc.)
- Support or co-lead product education deliveries for sales audiences across distribution channels
- Design and deliver learning solutions that build comprehensive product knowledge and competitive intelligence
- Create assessments and action plans that measure product knowledge proficiency
- Partner with subject matter experts to translate complex investment concepts into accessible, sales-focused learning experiences
- Support the development and implementation of advanced selling skills strategies for distribution sales professionals
- Contribute to strategic plans that support and institutionalize client engagement and sales processes
- 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
- Facilitate advanced selling skills training and workshops for sales professionals
- Coach sales professionals and leaders on incorporating best practices in client engagement and consultative selling
- Deliver high-impact learning experiences that drive behavioral change and measurable business outcomes
- Create and maintain effective measurement frameworks to track efficacy and impact of advanced selling skills initiatives
- Design assessments and action plans for sales roles across distribution channels
- Analyze performance data to continuously refine and improve advanced skills programs
- Build strong partnerships with Sales Leadership, Product teams, Marketing, and other business partners to ensure learning solutions meet business needs
- Collaborate effectively with all levels of the organization across multiple business areas
- Travel periodically to build deeper stakeholder relationships and deliver in-person learning experiences
- Leverage artificial intelligence and other technological solutions to increase efficiency and scale learning solutions
- Manage vendors and third-party partners delivering learning services to ensure quality learning design
- Stay current on learning industry trends and best practices to continuously enhance program effectiveness
- University (Degree) Preferred
- 3 Years Required; 5 Years Preferred
- SRC Indicator: Series 7
- Physical Requirements: Sedentary Work
7IC
- 3 years of coaching, L&D, or performance management experience ideally in financial services
- Series 7
- 5 years of coaching, L&D, or performance management experience ideally in financial services
- 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 and credibility with diverse stakeholders
- 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
Business Acumen, Collaboration, Communication, Content Development, Data-Based Decision Making, Nuveen Products/Services Acumen, Project Management, Sales Enablement, Story Telling, Technical Training, Technical Writing
2026-03-16
Base Pay Range: $114,000/yr - $160,000/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).
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.
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.
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 your Benefits Summary.
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 full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
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: (800) 842-2755
Email: accessibility.support@tiaa.org
TIAA maintains a drug-free and smoke/free workplace.
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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