Distribution Analyst

TIAA•Chicago, IL

1d•Onsite

About The Position

The Distribution Analyst is an entry level role within our sales organization, where you will have an opportunity to gain communication and organizational skills through proactive phone work and expense management. The role builds foundational blocks of how the asset management business operates and provides opportunities for growth and development.

Requirements

No Experience Required; 2+ Years Preferred
FINRA Registrations SRC Indicator: NRF
Physical Requirements: Sedentary Work
Excellent communication skills, both written and verbal

Nice To Haves

Bachelor's Degree Preferred
Career Level 3IC Preferred Experience: Bachelor’s degree
Financial Services experience is preferred
SIE, Series 7 and Series 66 optional and encouraged to be obtained within the first 6 months of joining

Responsibilities

Scheduling appointments (in-person/virtual) for our sales teams: Proactive scheduling calls to existing clients and prospects, where good communication skills are a must. 18-25 appointment goal per week. Goal is to keep our sales team’s calendars full of appointment. Schedule appointments based on travel routes and focus lists, while keeping all shared notes and calendar invites. Requires strong organizational skills. Creative and strategic emails. Ability to work collaboratively in a team setting.
Supporting designated sales teams with expense reports: Review and submit expense reports to Finance, where accuracy and timeliness are key. Process check requests for meeting reimbursement and charitable contributions.
Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings.
Update meeting notes capture and update in the CRM (Salesforce).
Coordinate and facilitate conference calls, compliance reviews, update weekly marketing packets.
Aggregate team success stories, campaign feedback, seminars and COI event for reporting to leadership.
Putting CUSIPs/par amounts or MF tickers into Excel for muni/matrix reviews.