Institutional Sales Analyst
Institutional Sales Analyst
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Analyst works closely with senior sales professionals relationship managers and associates providing day to day support in their sales and relationship management goals. Analysts have a comprehensive knowledge of the distribution teams assigned territory business plans client service plans and marketing campaigns.
The primary purpose of the role is to provide sales and relationship management support to the entire Institutional Distribution Team.
Key Responsibilities and Duties
- Partner with designated senior sales and relationship managers by providing followup and sales/relationship management support.
- Coordinate targeted outreach campaigns to clients and prospects.
- Assist in sales and cross selling initiatives and transactions with senior managers.
- Review industry publications such as iiSearches and FundFire on a daily basis to stay informed on industry trends and opportunities.
- Proficiently utilize applications such as Sales Force eVestment Alliance MMD and Preqin for meeting preparation activity & pipeline capture to run competitive analysis of products.
- Responsible for effectively partnering with colleagues across channels and affiliate investment firms to promote one Team value system and serve shared clients effectively.
- Contributes to overall Institutional team with sales and client service ideas best practices and learned industry knowledge.
- Responsible for a core competence of Nuveen products and the Nuveen story.
- Coordinate or participate in special projects as assigned.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3 Years Required; 5 Years Preferred
FINRA Registrations
- SRC Indicator: Series 7; Series 63
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
Qualifications:
Required:
3 years in financial services industry
Preferred:
5 years in financial services industry
Related SkillsBusiness Acumen Business Development Commercial Mindset Consultative Communication Customer Insights Deals Strategy Influence Market/Industry Dynamics Negotiation Practice Management Strategy Sales Sales Planning Story TellingAnticipated Posting End Date:
Base Pay Range: $120000/yr. $160000/yr.Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Nuveen the investment manager of TIAA offers a comprehensive range of outcomefocused investment solutions designed to secure the longterm financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized more information about the firm please visit our website at
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats 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 wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800)
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
IC
Employment Type
Full-Time
