TIAA - Charlotte, NC
posted about 2 months ago
The Senior Director, Wealth Associate Onboarding and Foundational Training role is a pivotal position within TIAA, responsible for overseeing the onboarding and foundational training programs specifically designed for Wealth Management associates. This role requires a strategic leader who can provide direction and accountability to ensure the successful execution of wealth training initiatives. The Senior Director will be tasked with building and maintaining strong relationships across various lines of business within TIAA, facilitating collaboration and support for training and development efforts. In this role, the Senior Director will demonstrate a foundational knowledge of TIAA's wealth management products and services, which is essential for effectively facilitating training across a variety of wealth topics. The position also involves providing ongoing data and reporting related to speed to proficiency metrics for advisors who have been in production for less than 24 months. This data-driven approach will help identify areas for improvement and ensure that training programs are continuously enhanced to meet the evolving needs of the associates and the organization. The Senior Director will also be responsible for identifying opportunities for continuous improvement in training programs, implementing necessary changes to enhance the effectiveness of training initiatives, and ensuring that all associates are well-equipped to succeed in their roles. This position is critical in shaping the future of wealth management training at TIAA and ensuring that associates are prepared to deliver exceptional service to clients.