Associate II

3 weeks ago

Pune, Maharashtra, India Nuveen Full time
Sales Learning & Development Manager
The Sales Learning & Development Manager contributes to the design, delivery and administration of advisory services training programs in accordance with the organization's learning and development plan. Under limited supervision, this job works to meet the current and future human resource needs of the advisory services business by continuously improving current learning programs and enhancing the performance of individual employees.

Key Responsibilities and Duties
  • Designs and develops all elements of the organization's learning and development programs to foster learning and provide growth opportunities for employees within advisory services.
  • Utilizes expert technical knowledge of the organization's systems, databases and technologies to administer advisory services training and development programs and troubleshoots any issues that may arise throughout delivery of the programs.
  • Creates and reviews learning procedure manuals, guides and course materials, such as handouts and visual materials, to support training efforts.
  • Determines key areas of improvement within the learning and development programs by analyzing course evaluations and quantitative training results.
  • Verifies that learning and development program covers internal systems and control processes, along with relevant external standards and regulations to best prepare practitioners in advisory services.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 3+ Years Required; 5+ Years Preferred
FINRA Registrations
  • SRC Indicator: Series 7
Physical Requirements
  • Physical Requirements: Sedentary Work
Career Level
7IC

Company Overview:

Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at

Job Description: Operations Associate

As an operations associate within the Global Sales and Advisor Development team you will be responsible for providing operational and administrative support for various programs including

New Hire and Product training programs taking place across the globe Operationally supporting the implementation and execution of the overall learning and development education framework.

An operations associate must be a highly organized, detail-oriented professional who is responsible for overseeing the planning, execution, and delivery of key programs.

Key Responsibilities and Duties

  • Ensure and remotely oversee effective delivery on all operational aspects of assigned internal education programs or other events (in person and virtual) in collaboration with clients, SMEs, and other learning-related team members
  • Take ownership of the creation of organizational resources: learning resource portals/document depositories, training agendas, calendars, automated tracking & organizational resources
  • Create pre and post program communications with participants. This includes preparation of welcome letters, logistics information
  • Edits and integrates content into organization's templates and communication deployment systems
  • Executes multiple administrative assistant operations including complex meeting scheduling, facility and entertainment arrangements, and expense and billing reconciliation with a focus on process improvement and scalable design
  • Participate in the continual improvement of existing operational plans for program delivery and maintaining complete files on all programs, to ensure smooth delivery of future program offerings.
  • Maintains regular project reports to communicate the status of the projects and results to key stakeholders when needed.
  • Works collaboratively with internal and external business partners to schedule and execute training programs.
  • Manage and maximize a pre-set budget for the program delivery
  • Researches and follows market trends, solutions, and technologies that can be leveraged to improve training delivery processes and maximize resource utilization.
  • Effectively communicates and can collaborate with team members to work towards successful project outcomes.
  • Participate in key program activities (meals, social activities and selected classes) to enhance communications, provide support and address issues as they arise. This may include weekend, evening, and early morning hours depending on the program.
  • Manage evaluation process and track follow-up items; proposes solutions and/or improvements to Learning/Program lead regarding long-term program needs.
  • Periodic travel between Pune and Mumbai may be required on occasion
  • Perform other duties as assigned

Qualifications:

Required Skills:

Bachelor's degree

Minimum 4 years' experience in project planning and project management or event management; financial services, investment management or learning and development experience preferred but not essential.

Desired Skills:

Comfortable learning new platforms and software and adept at using project planning, dashboard and reporting software programs

Adept at problem-solving and decision-making, with the ability to navigate challenges and make decisions in a timely manner

Due to the Global nature of our team a flexible work schedule and ability to work across time zones with occasional irregular hours is required

Exceptional planning, organizational and time management skills

Strong Microsoft Office skills, particularly Excel, PowerPoint, and TEAMS

Excellent written and verbal communication skills; strong proofreading ability

Client centric and flexible interpersonal skills

Insatiable curiosity and proactive problem solving

Ability to work independently to move projects forward

Experience hosting virtual meetings/events via Zoom

Ability to collaborate with all levels of the organization across multiple business areas

Experience working with enterprise technology solutions such as Event Registration tools, Learning Management Systems (e.g., NovoEd, Canvas), and Customer Relationship Management systems (e.g., Salesforce) preferred.

Enhance department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Related SkillsCommercial Acumen, Communication, Content Development, Data-Based Decision Making, Nuveen Products/Services Acumen, Project Management, Sales Enablement, Story Telling, Technical Training, Technical Writing

_____________________________________________________________________________________________________

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

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:

Email:

Privacy Notices

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 Nuveen residing in Europe and APAC, please click here.

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