Position Summary:
You will serve as the leader of advanced selling skills development for all Nuveen distribution channels globally, while also acting as the Learning & Development lead for Global Institutional sales team in EMEA and APAC. In your primary capacity, you'll develop strategy, drive execution, measure impact, and facilitate the adoption of advanced selling skills and client engagement practices across Global Institutional and US and Global Wealth channels. 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.
As the Learning Lead for Global Institutional sales, you'll implement comprehensive learning strategies for EMEA and APAC markets, while providing support for your peers in the Americas. You'll work closely with US and International Sales Leaders to accelerate knowledge of Nuveen products, asset classes, the competitive landscape, regulatory and business practices, and technological platforms. Your expertise in both the institutional business and best-in-class sales processes will help align our capabilities with the needs and opportunities across Nuveen's distribution groups. You'll partner with key stakeholders throughout Nuveen, TIAA Investments, Product, Marketing, and other areas of the firm.
Key Responsibilities and Duties:
Advanced Selling Skills Leadership (Primary Focus)
Strategy Development & Execution
1. Lead the development and implementation of an enterprise-wide advanced selling skills strategies for distribution channels (Global Institutional, US Wealth, and Global Wealth)
2. Partner with Head of Sales and Learning and Development to conduct learning needs analyses and create comprehensive advanced skills development business plans that align with Nuveen's business strategy
3. Develop and implement a comprehensive strategic plan that supports and institutionalizes client engagement and sales processes across all channels
Measurement & Assessment
4. Create and maintain effective measurement frameworks to track efficacy and impact of advanced selling skills initiatives
5. Design learning journeys, assessments, and action plans for sales and product roles across all distribution channels
6. Analyse performance data to continuously refine and improve advanced skills programs
Facilitation & Coaching
7. Facilitate advanced selling skills training and workshops for sales professionals across global markets
8. Coach sales professionals and leaders on incorporating best practices in client engagement and consultative selling
9. Deliver high-impact learning experiences that drive behavioural change and measurable business outcomes
Learning Lead for Global Institutional Sales (Secondary Focus)
Learning Strategy & Program Development
10. Implement the Learning & Development strategy specifically for Global Institutional business in EMEA, APAC, and Americas
11. Design and deliver learning solutions that accelerate selling skills, product knowledge, competitive intelligence, regulatory understanding, and platform proficiency for institutional sales teams
Product Education Support
12. Collaborate with Learning Lead for Product Education and business partners to design educational solutions for Nuveen products and asset classes
13. Co-lead or lead product education deliveries within EMEA, APAC regions for institutional audiences
14. Develop deep understanding of the firm's investment strategies and capabilities relevant to global wealth, insurance, and institutional clients (alternatives, credit, UCITs, etc.), supporting product education initiatives led by L&D peers
New Hire Program Support
15. Design sales-related content for Global Institutional New Hire programs in collaboration with L&D team
16. Facilitate sales-related content for new hires within Global Institutional and Americas business channels, supporting broader onboarding programs driven by L&D peers
Innovation & Vendor Management
17. Leverage artificial intelligence and other technological solutions to increase efficiency and scale learning solutions across a global client base
18. Manage vendors and third-party partners delivering learning services to ensure quality learning design
19. Travel periodically within the markets to build deeper stakeholder relationships
Qualifications:
20. Bachelor's degree or equivalent professional experience
21. Financial services or investment industry experience
22. Learning & Development or instructional design experience
23. Sales background or sales effectiveness/enablement experience preferred
24. Supervision or management experience preferred
25. Proven success in facilitation and delivery of training and assessment programs
26. Exceptional written and verbal communication skills; comfort presenting to audiences of 100+
27. Strong project management and organizational skills
28. Ability to quickly build relationships across different cultures and global regions
29. Ability to collaborate effectively with all levels of the organization across multiple business areas
30. Self-starter with strong time management skills and ability to work independently
31. Proficiency in MS Office suite
32. Important: This position works on a global team across Americas, EMEA, and APAC and will frequently require meetings outside of standard workday hours
33. Travel: Approximately 10% under normal conditions, including in-region travel and annual travel to the United States
Related SkillsBusiness Acumen, Collaboration, Communication, Content Development, Data-Based Decision Making, Nuveen Products/Services Acumen, Project Management, Sales Enablement, Story Telling, Technical Training, Technical Writing
_____________________________________________________________________________________________________
Company Overview
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.