Senior Account Manager, Investment Specialist

TIAA•Chicago, IL

4d•$135,000 - $189,000•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.

Requirements

University (Degree) Preferred
5+ Years Required; 7+ Years Preferred Work Experience
FINRA Registrations SRC Indicator: Series 7; Series 63
Physical Requirements: Sedentary Work
Bachelor’s degree ; business or finance major preferred
at least 10 years of industry 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

CFA, CAIA and/or MBA 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

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.
Serve as primary point of engagement with manager research and firm discretionary teams with a focus on building high quality, sustainable relationships.
Identify near-term opportunities related to sponsor’s lineup of investment options.
Seek 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.