Additional Information
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
Lead the development and implementation of an enterprise-wide advanced selling skills strategies for distribution channels (Global Institutional, US Wealth, and Global Wealth)
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
Develop and implement a comprehensive strategic plan that supports and institutionalizes client engagement and sales processes across all channels
Measurement & Assessment
Create and maintain effective measurement frameworks to track efficacy and impact of advanced selling skills initiatives
Design learning journeys, assessments, and action plans for sales and product roles across all distribution channels
Analyse performance data to continuously refine and improve advanced skills programs
Facilitation & Coaching
Facilitate advanced selling skills training and workshops for sales professionals across global markets
Coach sales professionals and leaders on incorporating best practices in client engagement and consultative selling
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
Implement the Learning & Development strategy specifically for Global Institutional business in EMEA, APAC, and Americas
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
Collaborate with Learning Lead for Product Education and business partners to design educational solutions for Nuveen products and asset classes
Co-lead or lead product education deliveries within EMEA, APAC regions for institutional audiences
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
Design sales-related content for Global Institutional New Hire programs in collaboration with L&D team
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
Leverage artificial intelligence and other technological solutions to increase efficiency and scale learning solutions across a global client base
Manage vendors and third-party partners delivering learning services to ensure quality learning design
Travel periodically within the markets to build deeper stakeholder relationships