Senior Account Manager, Investment Specialist

TIAA•New, KY

22h•Onsite

About The Position

The Senior Account Manager, Investment Specialist drives traditional & alternative product conversations, placements, discretionary allocations, and servicing discussions across a broad client segment of professional buyers. As a subject matter expert in strategic relations, this job seeks out co-product build opportunities working with sponsor firm and the organization's global product management team. The role involves primary engagement with manager research and firm discretionary teams, focusing on building high-quality, sustainable relationships and identifying near-term opportunities related to the sponsor’s lineup of investment options. The position also coordinates with the Head of Investment Specialists Team Head on needed affiliate level interactions/product focuses and has potential for personnel management responsibilities over time. Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, its parent company. The company invests in the growth of businesses, real estate, infrastructure and natural capital, providing clients with reliability, access and foresight. Nuveen's culture of impact is driven by a mission to build on its 100+ year legacy, equipping associates with future-focused skills and AI tools. The company is guided by values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. It fosters a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results, and offers meaningful learning experiences and development pathways.

Requirements

5+ Years Work Experience
FINRA Series 7
FINRA Series 63
Bachelor’s degree
Self starter with ability to organize & execute upon competing priorities to meet goals and objectives
Strong work ethic and ability to work under pressure while fostering a team environment
Professional demeanor with high degree of service orientation
Excellent verbal and written skills with strong interest in the capital markets; willingness to learn new strategies
Strong organizational capabilities
Willingness to travel extensively at times (potentially more than 3 days per week)
FINRA Series 7/66 required within 6 months of employment

Nice To Haves

7+ Years Work Experience Preferred
Business or finance major preferred
At least 10 years of industry experience preferred
CFA, CAIA and/or MBA preferred
5-7 years of account management experience preferred

Responsibilities

Drive public and private product conversations and secure placements across a broad client segment of professional buyers
Possess excellent knowledge of prioritized Nuveen products and capabilities inclusive of alternatives
Encourage team continuity and engagement while advocating broader firm priorities
Primary points of engagement with manager research and firm discretionary teams with a focus on building high quality, sustainable relationships
Identification of near-term opportunities related to sponsor’s lineup of investment options
Responsible for seeking out co-product build opportunities working with sponsor firm and Nuveen Product Management
Coordinate with Head of Investment Specialists Team Head on needed affiliate level interactions/product focuses
Potential for personnel management responsibilities over time