Head Management Director, Management

All companies + Hiring difference makers. ☰ Managing Director, Head of Practice Management - Remote option New  Nuveen     2 days ago Post Date Apply for Job Share this Job
COMPANY OVERVIEW:

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.

POSITION SUMMARY:

As the Head of Practice Management, you will play a crucial role in building and scaling a practice management platform that extends Nuveens footprint in the US Wealth Advisory business. Our goal is to deepen client relations and extend our reach in an advisory services capacity by becoming the go to provider for advisory service information and thought leadership for home offices and financial advisors. Within the broader Global Learning & Development team, the platform aims to align its content to the core competencies of the firm, strategic priorities of the US Wealth Services team as well as educate the distribution team members on information that creates value for clients

KEY RESPONSIBILITIES AND DUTIES:

• In conjunction with the Head of Global Learning & Development, develop, build and implement the strategic plan for the Nuveen practice management platform
• Manage and lead the practice management team (people, process, activities, etc.)
• Deliver practice management content, consultation and support on various topics at industry conferences, national/regional/local events, branch meetings, workshops, webinars, etc.
• Research, develop, revise practice management content independently and in conjunction with the research associate(s) and/or Nuveen/TIAA subject matter experts
• Work closely with key business partners across the organization to create and facilitate educational modules on relevant content; creates and/or supervises the creation of new content as well as update existing content that resides on the platform
• Serve as a conduit for important updates, regulatory news and topical insights that effect the practice management space or corollary topics
• Create a scalable process that maximizes efficiency and effectiveness; develop best practices for the teams; monitor and enhance the platform overtime
• Facilitate the cross pollination of ideas, success stories and implementation ideas between the broader Global Learning & Development Team, Sales Leadership and Global Strategic Relations
• Share ideas, success stories and implementation strategies between the broader Global Learning & Development Team, Sales Leadership and Global Strategic Relations
• Partner with industry organizations, trade associations and other industry experts to find synergies, speaking and research opportunities and ways to promote and demonstrate Nuveens practice management capabilities

QUALIFICATIONS:
Required Skills:

• Bachelors degree
• Minimum 10 years of experience in financial services and/or planning industry

Desired Skills:

• NASD licensed. CIMA, CPWA, CAIA, CFP and/or CFA strongly preferred; Series 24 licenses or obtained within 90 days of employment
• 10+ years experience in relevant financial services and/or planning industry
• Experience leading a high performing team with a focus on skill development and coaching best practices
• Ability to collaborate with all levels of the organization across multiple business areas
• Ability it perform at a high level both independently and as a part of a team
• Excellent communication skills, both written and verbal
• Highly skilled, presenter and facilitator; ability to deliver a compelling message with a sense of humor and engaging/dynamic presentation style in a variety of settings
• Creates immediate credibility and impact with a variety of audiences
• Persuades and influences others; gains acceptance of ideas from others; ability to present and communicate concepts
• Seeks learning opportunities and builds knowledge/expertise in targeted areas; a passionate learner who applies what they learned quickly
• Self-motivated with a strong work ethic
• Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information
• Maintains integrity in all interactions; follows up and keeps promises; maintains ethical standards of Nuveen
• Solid interpersonal skills with ability to build internal/external partnerships; strong collaborator
• Possesses creativity and ability to generate innovative solutions.
• Adapts to change and demonstrates flexibility
• Possesses a broad understanding of financial planning and investment management topics with areas of specialty

Travel

Positions requires 50-75% of domestic travel
Additional Information

• Requisition ID: 1721471

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