Wealth Onboarding Manager

Wealth Onboarding Manager
Oversee and manage the comprehensive onboarding process for new wealth associates. This role involves coordinating start dates, role specific system entitlements, as well as outstanding licensing needs in collaboration with Regional Licensing Consultants (RLCs). Additionally, the role will ensure that new wealth associates have a seamless onboarding experience including equipment delivery, as well as work location coordination in partnership with Workplace Optimization Team.
Key Responsibilities and Duties

Onboarding coordination:

• Coordinate start dates for new managers ensure clear communication leading up to their commencement.
• Manage the setup and access to all necessary systems and tools specific to each managerial role.
• Identify and coordinate the acquisition of any required licenses or certifications in partnership with Regional Licensing Consultants.

Onboarding experience management:

• Ensure that all necessary equipment (laptops, corporate phones, corporate card, badge, etc.) is ordered, configured, and delivered to the new associates office or designated location at the appropriate time.
• Partner with facilities and workplace optimization teams to ensure the new associate’s workspace is ready and welcoming.
• Plan and execute a comprehensive first experience, including team introductions, office tours, and an overview of company policies and culture.

Training and performance monitoring:

• Monitor and track new associates progress through foundations training program, ensuring that they need to meet the necessary milestones and graduation requirements.
• Maintain regular communication with new associates’ manager about training progress by providing updates to field leadership as appropriate in partnership with Learning Coordinator.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 24

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Related Skills

Adaptability, Collaboration, Commercial Acumen, Communication, Consultative Communication, Detail-Oriented, Executive Presence, Financial Acumen, Group Problem Solving, Messaging Effectiveness, Prioritizes Effectively, Relationship Management, Strategic Thinking, Waterfall Project Management

Anticipated Posting End Date:

2024-09-13

Base Pay Range: $81,000/yr. - $103,500/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

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. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

Phone: (800) 842-2755

Email: [email protected]

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