Senior Investment Specialist

TIAA•Chicago, IL

5d•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)
5+ Years Required Work Experience
FINRA Registrations: Series 7; Series 63
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 Work Experience

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