Enterprise RIA - Associate Relationship Manager

TIAA•Chicago, IL

6d•Onsite

About The Position

The Enterprise RIA Associate Relationship Manager serves as a critical bridge between the Enterprise RIA team and the broader distribution organization. This role is uniquely positioned at the intersection of strategic relationship management and internal sales enablement, responsible for deepening partnerships with our most significant RIA firms while simultaneously embedding Enterprise into the daily rhythm of pod activity. The Enterprise RIA ARM ensures that IACs, ACs, and Market Leaders have the knowledge, tools, and support they need to engage confidently and effectively with Enterprise RIA clients — making it easier for pods to consult, convert, and grow within our top-tier firms. This is not a passive support role. The Enterprise RIA ARM is a proactive, creative, and entrepreneurial contributor who identifies opportunities to integrate Enterprise priorities into pod workflows, campaigns, and pipeline conversations, driving measurable activity and business outcomes across the channel.

Requirements

Minimum two years in financial services, with demonstrated experience in a sales, relationship management, or distribution support capacity
Series 7 and 66 (or 63 and 65) licensed
Experience supporting or collaborating with internal sales teams, including inside wholesalers or advisor-facing roles
Proficiency in Microsoft 365 and Salesforce CRM

Nice To Haves

3+ years in financial services, specifically within distribution, business development, or RIA channel support
Familiarity with the Enterprise or RIA channel, including an understanding of how large RIA firms operate, make platform decisions, and engage with asset managers
Strong working knowledge of mutual funds, SMAs, ETFs, and alternative product structures
Proven ability to manage competing priorities, meet deadlines, and operate independently in a fast-paced environment
Experience participating in or supporting outbound calling campaigns, advisor profiling, and territory management planning
Excellent verbal and written communication skills with the ability to present information clearly to both internal and external audiences
Collaborative team player who actively shares best practices and contributes to a strong team culture
Periodic travel expected as the channel grows, approximately 25%

Responsibilities

Partners closely with lead Account Managers and Relationship Manager to support the strategic plan at top-tier Enterprise RIA firms. This includes coordinating conference and webinar planning, managing client communications, overseeing meeting preparation and follow-up, and ensuring that recurring deliverables are executed with consistency and quality.
Develops and maintains a deep understanding of partner firm platforms, operational processes, and decision-making structures to anticipate needs and respond with agility.
Activates and aligns the internal pod structure — IACs, ACs, and Market Leaders — around Enterprise RIA opportunities.
Leads regular touchpoints with pods to share firm-specific intelligence, highlight priority opportunities, and translate Enterprise-level strategy into actionable outreach and follow-up for the desk.
Serves as the connective tissue between Enterprise and the pods, ensuring that advisors within Enterprise RIA firms receive a consistent, informed, and high-quality experience at every point of contact.
Engages actively on business development by establishing clear goals and objectives in partnership with Relationship Management and Investment Specialist teams.
Manages pipeline targets, supports business retention efforts, and identifies creative ways to bring Enterprise initiatives into pod campaigns, blitzes, and territory management plans.
Profiles Enterprise RIA firms and their affiliated advisors, maintains a thorough understanding of the sales process, and documents all activity accurately within Salesforce CRM to ensure pipeline visibility and accountability.
Provides hands-on client servicing support across marketing materials, agreements, operations, RFIs, and client communications, working directly alongside the Investment Specialist team.
Acts as a reliable liaison for internal inquiries, connecting the dots across distribution, marketing, investment teams, and the client experience team to deliver seamless service.
Maintains a comprehensive and current knowledge base of Nuveen's product offerings and firm structure to obtain timely, accurate responses to ad-hoc client inquiries.
Stays current with portfolio developments, financial market trends, and the full Nuveen product suite — including mutual funds, separately managed accounts, ETFs, closed-end funds, and alternative structures such as non-traded REITs and BDCs.
Cultivates professional relationships with both internal stakeholders and external partners, approaching every interaction with a customer service orientation and entrepreneurial mindset.
Understands the unique needs of each Enterprise RIA firm and the advisors within them, positioning Nuveen's capabilities as relevant and differentiated solutions.