Internal Advisor Consultant - DCIO

TIAA•Boston, MA

8d•Onsite

About The Position

Nuveen Retirement Investing is seeking a self-motivated, resilient, and goal-oriented internal sales professional to partner with the external sales team and drive growth of Nuveen retirement products. The role serves retirement plan advisors and intermediaries, including financial advisors, retirement consultants, and 401(k) recordkeeping wholesalers, by identifying, prospecting, nurturing, and closing sales opportunities. It is positioned as a high-impact opportunity for ambitious, analytical, self-starting, and career-driven professionals, with potential longer-term paths to external sales, strategic client relationship management, or opportunities across Nuveen’s global public-to-private investment teams. The Internal Advisor Consultant supports sales territory execution through prospect and client engagement, CRM pipeline management, meeting preparation and follow-up, territory planning, market and competitor analysis, and use of sales tools and advisor analytics. The role collaborates with internal and external sales colleagues and the broader NRI team to share best practices and support high performance across territories. Occasional travel may be required. The position is classified as sedentary work and is based in a collaborative in-office environment.

Requirements

At least 2 years of experience in internal sales, supporting an external wholesaler, or related domains providing familiarity with target date funds and defined contribution retirement investment products.
FINRA Series 7 and Series 63 registrations.
Strong understanding of markets, products, and performance, and the ability to discuss them confidently.
Strong presentation skills and excellent verbal and written communication skills.
Accountability, resilience, goal orientation, and a strong track record of independent execution balanced with a team-first mindset.

Nice To Haves

At least 3 years of relevant work experience is preferred.
A university degree is preferred.
State and non-resident Life & Health insurance licenses.
Potential for occasional travel.

Responsibilities

Partner with the NRI external sales team to drive asset growth within a defined sales territory.
Engage retirement plan advisors, consultants, and 401(k) recordkeeping wholesalers to understand client goals and identify, prospect, nurture, and grow opportunities to position and sell Nuveen retirement products.
Gather and maintain accurate, high-quality prospect and client pipeline data in Salesforce CRM.
Coordinate with the NRI external sales team to prepare for client meetings and complete post-meeting activities, including calendar and meeting-invite management, logistics, meeting materials, RFI/RFP preparation, and due diligence support.
Support the NRI external sales team in developing, refining, and executing sales territory plans.
Monitor industry trends, competitor positioning, market flows, and relevant developments to identify opportunities and adapt territory sales execution.
Use sales toolkits, advisor reports, analytics, and value-added programs to maximize value for prospects and clients.
Collaborate with NRI Internal Sales Associates, the Internal Sales Desk Manager, and the broader NRI team to share best practices, coach, and support continuous improvement across sales territories.