Analyst - Wealth Onboarding Consultant
The Wealth Onboarding Consultant supports the onboarding and development programs for Wealth associates. As a recognized subject matter expert, this job reviews staff training and development needs and monitors the development of training programs to improve individual and organizational performance
Key Responsibilities And Duties
- Administers programs to enhance the skills of the organization's employees.
- Maintain database of newly hired Wealth associates to track and update criteria required for production
- Manages required entitlements including those requiring unique specifications based on role type
- Submits and confirms requests for access to internal systems and hardware
- Identifies and implements process enhancement opportunities including automation
- Develops constructive and cooperative working relationships with other employees.
Educational Requirements
- University (Degree) Preferred
Work Experience
- No Experience Required
Physical Requirements
- Physical Requirements:
Sedentary Work
Career Level
5IC
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
Company Overview
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and ex