The Institutional Sales Associate provides critical operational, analytical, and relationship-support capacity to the Canadian Institutional Sales team, enabling the Managing Director, to focus on client-facing activity across the full spectrum of Canadian institutional investors, including major pension plans, insurance companies, investment consultants, sub-advisory partners, and Indigenous trusts. This role combines CRM and pipeline management, meeting preparation, competitive and market research, and direct relationship-building responsibility for a defined segment of smaller institutional accounts. It is well suited to a motivated, detail-oriented professional seeking a pathway toward a Vice President-level institutional sales career.
Key Responsibilities and Duties
Sales Operations & Pipeline Management
- Maintain accurate and current CRM records across all Canadian institutional accounts, tracking meeting notes, next steps, and relationship history. Own pipeline reporting for the full team, consolidating activity across regions and verticals into regular management updates.
- Coordinate scheduling, logistics, and materials preparation for prospect and client meetings, including due diligence sessions and finals presentations.
Client & Prospect Support
- Prepare briefing documents, account profiles, and competitive intelligence ahead of VP and MD meetings.
- Draft and coordinate responses to due diligence questionnaires (DDQs) and RFPs in partnership with CPMs and RFP specialists.
- Support the preparation of pitchbooks, fact sheets, and other client-facing materials, ensuring compliance review is completed prior to distribution.
Direct Account Ownership
Independently manage relationships with a defined book of smaller institutional accounts, including foundations, family offices, and emerging plans not yet warranting senior coverage.
Identify and qualify new prospects within this segment, escalating opportunities of sufficient scale to the appropriate VP.
Market & Competitive Research
- Track relevant market developments, competitor product launches, and consultant search activity across the Canadian institutional landscape.
- Support account planning processes by compiling relevant data on target accounts, including asset allocation trends and manager roster changes where available.
Cross-Functional Coordination
- Liaise with compliance, legal, marketing, and product teams to ensure all client-facing activity and materials meet internal policy and regulatory requirements. Support onboarding of new institutional clients in coordination with operations and legal teams.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3+ Years Required; 5+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
This position must be based in Canada.
Qualifications:
Required:
- One to three years of experience in institutional sales support, asset management operations, or a related financial services role.
Preferred:
- Bachelor's degree in finance, economics, business, or a related field required; progress toward CFA, CAIA, or CSC/CPH designations is an asset.
- Three years of experience in institutional sales support, asset management operations, or a related financial services role.
- Strong proficiency in CRM systems (Salesforce or similar) and Microsoft Excel and PowerPoint.
- Excellent written and verbal communication skills, with the ability to synthesize complex information into clear, concise materials.
- French language proficiency is a strong asset given the team's Quebec market coverage, though not required for all placements.
- Demonstrated attention to detail and ability to manage multiple concurrent priorities in a fast-paced environment.
Within the first six to twelve months, a successful Associate will have taken full ownership of CRM hygiene and pipeline reporting across the team, be independently managing a growing book of smaller institutional accounts, and be trusted to prepare high-quality materials for MD-level meetings with minimal oversight. Longer term, this role is designed as a developmental step toward a Vice President-track institutional sales career.
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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.
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]
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
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Skills Required
- 3+ years investment management, sales, or accounting experience
- Must be based in Canada
- University degree
- 5+ years investment management, sales, or accounting experience
- Salesforce experience
TIAA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TIAA and has not been reviewed or approved by TIAA.
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Retirement Support — Age-based company retirement contributions of 5% to 12.5% plus a 100% match on the first 3% to the 401(k) and a $750 annual Retirement Healthcare Savings Plan match stand out. Company contributions typically vest after three years, with excess/equalization provisions for higher earners.
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Parental & Family Support — Sixteen weeks of fully paid parental leave and eight weeks of paid caregiver leave are paired with adoption/surrogacy assistance, backup child/elder care, Milk Stork, tutoring, and other caregiving supports. Many benefits begin at hire and are positioned as robust relative to peers.
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Healthcare Strength — Multiple medical plan options (including HSA), dental with 100% preventive coverage, two vision options, life and disability insurance, FSAs, and wellness incentives are detailed. Programs such as fertility support via Progyny and midlife care broaden the offering.
TIAA Insights
What We Do
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.
Why Work With Us
TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.
