Senior Investment Specialist
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 with a focus on building high quality, sustainable relationships, and identifying near-term opportunities related to the sponsor’s lineup of investment options. The specialist also coordinates with the Head of Investment Specialists Team Head on needed affiliate level interactions/product focuses and has the potential for personnel management responsibilities over time.
Requirements
- University (Degree)
- 5+ Years Work Experience
- FINRA Series 7 registration
- FINRA Series 63 registration
- Related Skills: Alternative Investments
- Related Skills: Business Development
- Related Skills: Capital Markets
- Related Skills: Client Relationship Management
- Related Skills: Consultative Communication
- Related Skills: Drives for Results
- Related Skills: Influence
- Related Skills: Market/Industry Dynamics
- Related Skills: Market Research Competitive Analysis
- Related Skills: Nuveen Products/Services Acumen
- Related Skills: Sales
- Related Skills: Strengthens Nuveen Product/Service Positioning
Nice To Haves
- 7+ Years 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 points 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
- Potentially manage personnel over time
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health offerings
- Highly competitive wellness offerings
- Highly competitive work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
5,001-10,000 employees
