Account Manager, Investment Specialist

Nuveen Investments • Chicago, IL

390d • $108,800 - $180,000

About The Position

The Account Manager, Investment Specialist at Nuveen Investments is responsible for driving product conversations and servicing discussions with a diverse client base of professional buyers. This role involves collaborating with senior investment specialists to identify co-product opportunities and leveraging detailed product knowledge to advise clients on investment goals. The position requires building strong relationships with key decision-makers and maintaining existing product ratings while seeking new opportunities.

Requirements

• 5+ years in a business development role for an asset manager or equivalent experience working in due diligence at an investment firm.
• FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire.
• Bachelor's degree; CFA or CAIA preferred.
• A strong combination of sales and analytical skills.
• Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios.
• Excellent communication skills, both written and verbal.
• Ability to profile clients.
• Excellent planning, organization, and time management skills; ability to analyze and prioritize large amounts of information.

Nice To Haves

• 7+ years of experience working with professional buyers (home office manager due diligence teams, consultant relations, RIAs).

Responsibilities

• Advises clients on the organization's prioritized products and capabilities to help them realize investment goals.
• Serves as the primary point of engagement with manager research and firm discretionary teams regarding the organization's products and services.
• Identifies near-term opportunities related to the sponsor's lineup of investment options.
• Maintains existing recommended ratings, wins new recommended ratings, and builds impactful relationships with key decision-makers.
• Builds and maintains strong partnerships with key decision-makers including senior management across assigned clients.
• Applies detailed product knowledge and thorough understanding of clients' businesses when providing advice.
• Coaches, reviews, and delegates work to lower-level account managers.

Benefits

• Comprehensive Total Rewards package including retirement program and competitive health, wellness, and work-life offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree