Nuveen Retirement Investing (NRI) Internal Sales Associate

Nuveen as the asset manager of TIAA has been one of the fastest growing firms in the defined contribution market with top performing target date funds and industry leading in-plan annuity embedded retirement solutions. To advance our firms growth strategy Nuveen Retirement Investing (NRI) is seeking highly self-motivated resilient & goal oriented NRI Internal Sales Associates to join our team.
The primary responsibility NRI Internal Sales Associate is to partner with NRI external sales team to identify prospect nurture grow and close opportunities to sell industry leading Nuveen retirement products to retirement plan advisors & intermediaries including but not limited to: financial advisors retirement consultants and 401k recordkeeping wholesalers.
This is a high impact role Ideal candidates are ambitious self-starting analytical and career driven professionals who want a longer-term path to external sales or strategic client relationship management or opportunities which may span across Nuveens global public-to-private investment teams.


Key Responsibilities and Duties

• Partner with NRI external sales team to drive NRI asset growth within a defined sales territory
• Proactively engage with retirement plan advisorsconsultants and401krecordkeepingwholesalerstobest servetheirclientsgoals duallyidentifying prospectingnurturingtogrowopportunities toposition &sell Nuveen retirement products
• Applydisciplineto gather &maintainhigh qualityaccurateCRM (Salesforce)prospect/ client pipelinedata
• Coordinate with NRI external sales teamtoprepare for client meetings & promptly follow through on post meeting activities including but not limitedto:managingcalendars& meeting invites managing meetinglogisticscoordinatingmeeting materials preparing RFI/RFPs supporting due diligence activities
• Support NRI external sales team to develop refine and execute sales territory plans
• Staysharp onindustry trends competitor positioning market flows & relevant developmentstoidentifynew opportunities and adaptterritory sales executionaccordingly
• Consistentlydeploysales toolkits advisor reports & analytics value add programs to maximize valueto prospects / clients
• CollaboratewithNRI Internal Sales AssociatesInternal Sales Desk Managerand broader NRI teamtoshare best practicescoach&enable continuous leveling-uphigh performanceacross all NRI sales territories

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2 Years Required; 3 Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Anticipated Posting End Date:

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 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.

Our Culture of Impact

At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

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.

Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices here.

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