About The Position

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.

Requirements

  • 3+ years of coaching, L&D, or performance management experience ideally in financial services
  • Series 7
  • Physical Requirements: Sedentary Work

Nice To Haves

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

Responsibilities

  • Program Strategy & Development 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
  • Content Development & Delivery 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
  • Continuous Improvement 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
  • Product Learning Strategy 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
  • Educational Content & Programs 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
  • Skills Development Strategy 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
  • Facilitation & Coaching 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
  • Measurement & Assessment 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
  • Stakeholder Collaboration 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
  • Innovation & Efficiency 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

Benefits

  • 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.
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