Learning & Development Manager

TIAA•Frisco, TX

2d•Onsite

About The Position

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.

Requirements

5+ Years Required
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66

Nice To Haves

7+ Years Preferred
University (Degree) Preferred

Responsibilities

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.
Identify needs, understand priorities, and create a plan to improve productivity and effectiveness.
Provide collaborative training to associates who are improving their skills and abilities to execute in their roles.
Use quantitative and qualitative needs analysis techniques to help prioritize focus and learning efforts.
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.
Conduct development sessions related to client interactions – examples include: value proposition, client discovery, presentation skills, solution delivery, objection resolution and asking for introductions.
Help associates achieve activity goals and pipeline management.
Assist associates with pre-meeting planning and post meeting debrief to increase overall client engagement effectiveness.
Identify opportunities to drive behavior change and performance improvement.
Assist in the development and execution of programs and routines to help associates analyze their current practice, set targets for improvement, and refine business development strategies and activities to achieve their goals.
Understand how to leverage client feedback and refine their client experience while creating a culture of introductions.
Become highly proficient and effective by embracing consultative selling practices.
Work with Associates and leaders to share stories, methods, best practices, and wins.
Understand the practices and behaviors of high performing associates.
Execute a blend of learning methods to maximize learning retention and scalability.