Assoc, Inv Consult Relations
Assoc, Inv Consult Relations
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Salary Not Disclosed
1 Vacancy
Job Description
Nuveen is seeking a highly motivated individual to join our Institutional Distribution group specifically supporting the Global Consultant Relations team. The successful candidate will partner with the Team to ensure coverage of the regional-based Consultant Relations effort. This individual will support the fostering of relationships with counterparts at Investment Consulting firms resulting in the development and retention of assets for our asset management business.
Key Responsibilities and Duties
- Fulfill sales support and service requests for product and marketing collateral.
- Build relationships with support staff at Investment Consulting firms to identify opportunities and business at risk with the goal of increasing and retaining assets invested in Nuveens investment strategies.
- Extensive email and phone-based service for requests that are either ad hoc recurring or involve RFPs RFIs and DDQs.
- Coordinate the completion of RFPs RFIs and DDQs.
- Develop maintain and communicate knowledge of Nuveens investment expertise to investment consultants.
- Research the validity of public search opportunities.
- Maintain contact lists and coordinate the deployment of marketing campaigns to investment consultants.
- Work closely with the Team to execute business plans in the regional territory.
- Compile management reports and presentations as needed.
- Work with legal product and operations contacts to ensure smooth on-boarding of new clients.
- Identify cultivate and drive relationships with internal business partners.
- Maintain and document activities through CRM/Salesforce.
- Special project work as needed.
Educational Requirements
- University (Degree) Preferred
Work Experience
- No Experience Required
FINRA Registrations
- SRC Indicator: Series 7; Series 63
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
5IC
Preferred Qualifications
- 2 years of related experience in a sales support role in the Financial Services and/or Asset Management industry
- Bachelors Degree
- Proficiency with Microsoft Word PowerPoint and Excel.
- Facility with Excel pivot tables V-lookup macros a plus.
- Experience with CRM systems preferably Salesforce.
- Experience and exposure to financial markets and investment products across the range of traditional assets including alternative asset classes.
- Ability to develop strong client relationships and an in-depth understanding of client needs.
- Sound time management skills and ability to manage multiple deadlines independently.
- Personal initiative/self-starter who takes on an entrepreneurial approach to complete required tasks.
- Ability to communicate complex information and analysis in written and graphical form.
- Familiarity with institutional investment consulting industry a plus.
- Familiarity with eVestment Preqin Morningstar Direct a plus
Anticipated Posting End Date:
Base Pay Range: $71700/yr - $100000/yrActual 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 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 non-annual sales incentive plans or other non-annual incentive plans).
Company Overview
Nuveen is a global investment leader managing public and private assets for clients around the world and on behalf of TIAA our parent company and one of the worlds largest institutional investors. We invest in the growth of businesses real estate infrastructure and natural capital providing clients with the reliability access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients our communities and our global to learn more about us.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being 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 well-being. 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:
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Employment Type
Full-Time
