Sr. Director, Wealth Onboarding & Foundational Training

Wealth Training Manager
The Senior Director, Wealth Associate Onboarding and Foundational Training role is responsible for overseeing the onboarding and foundational training programs for Wealth Management associates. This role involves providing leadership, direction, and accountability to ensure the successful execution of wealth training initiatives. The Senior Director will also build and maintain strong relationships across TIAA lines of business and provide ongoing data and reporting related to speed to proficiency metrics for wealth associates.

Key Responsibilities and Duties

• Maintain overall responsibility for the wealth management associate onboarding and foundational training programs.
• Lead and provide clear direction accountability to an integrated team to ensure the successful execution of wealth training initiatives.
• Build and maintain strong relationships across lines of business to support training and development efforts.
• Demonstrate foundational knowledge in TIAA wealth management products and services.
• Possess the ability to facilitate training across a variety of wealth topics
• Provides ongoing data and reporting to the field related to speed to proficiency results for advisors with less than 24 months in production.
• Identify opportunities for continuous improvement in training programs and implement changes as necessary to enhance the effectiveness of training initiatives.

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; Series 24

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9PL

Related Skills

Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Detail-Oriented, Executive Presence, Financial Acumen, Messaging Effectiveness, Prioritizes Effectively, Problem Solving, Project Management, Relationship Management, Strategic Thinking

Anticipated Posting End Date:

2024-12-20

Base Pay Range: $150,300/yr. - $190,400/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). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

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 our Benefits Summary.

Equal Opportunity

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.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who