Senior Account Manager, Investment Specialist

TIAA • Chicago, NY

1d

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.

Requirements

• 5+ Years Required
• SRC Indicator: Series 7; Series 63
• Bachelor’s degree ; business or finance major preferred; at least 10 years of industry experience preferred
• 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); 5-7 years of account management experience preferred
• FINRA Series 7/66 required within 6 months of employment
• Alternative Investments
• Business Development
• Capital Markets
• Client Relationship Management
• Consultative Communication
• Drives for Results
• Influence
• Market/Industry Dynamics
• Market Research Competitive Analysis
• Nuveen Products/Services Acumen
• Sales
• Strengthens Nuveen Product/Service Positioning

Nice To Haves

• 7+ Years Preferred
• CFA, CAIA and/or MBA preferred

Responsibilities

• Expected to 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
• Encourages 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
• Coordinates with Head of Investment Specialists Team Head on needed affiliate level interactions/product focuses
• Potential for personnel management responsibilities over time

Benefits

• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
• That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
• Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
• To learn more about your benefits, please review our Benefits Summary

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees