The Associate works closely with senior sales professionals and relationship managers, providing day to day support in their sales and relationship management goals. Associates have a comprehensive knowledge of their teams’ assigned territory business plans, client service plans and marketing campaigns. Associates are product generalists as they may support sales teams specializing in assets classes or teams that are product generalists.
The primary purpose of the role is to provide sales and relationship management support. Individuals in this position will also engage in intermittent travel to covered territory and may have direct responsibility for a subset of the client base with typical focus on smaller clients with straightforward service needs. In addition to territory coverage, travel and attendance at industry conferences, they will occasionally provide coverage for clients in other regions as a back-up.
Key Responsibilities and Duties
- Partner with designated senior sales and relationship managers by providing follow-up and sales/relationship management support.
- Coordinate targeted outreach campaigns to clients and prospects.
- Assist in sales and cross selling initiatives and transactions with senior managers.
- Review industry publications such as iiSearches and FundFire on a daily basis to stay informed on industry trends and opportunities.
- Proficiently utilize applications such as Sales Force, eVestment Alliance, MMD and Preqin for meeting preparation, activity & pipeline capture, to run competitive analysis of products.
- Responsible for some smaller relationships with straightforward service needs with a focus on asset retention.
- Responsible for effectively partnering with colleagues across channels and affiliate investment firms to promote one Team value system and serve shared clients effectively.
- Contributes to overall Institutional team with sales and client service ideas, best practices and learned industry knowledge.
- Responsible for a core competence of Nuveen products and the Nuveen story.
- Coordinate or participate in special projects as assigned.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3+ Years Required; 5+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 7; Series 63
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
Qualifications:
Required:
- 3 years of financial services industry experience
Preferred:
- 5 years of financial services industry experience
- Experience in institutional asset management business
Anticipated Posting End Date:
2025-05-14Base Pay Range: $88,900/yr. - $138,000/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
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. For more information about the firm please visit our website at www.Nuveen.com
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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices 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]
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.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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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.
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