Job Information

Nuveen Investments Global Sales and Advisor Development Analyst in Charlotte, North Carolina

As a Data Analyst within the Global Sales and Advisor Development team, you will be responsible for 1) developing processes and programs to analyze and interpret large sets of data as well as offer recommendations for improvement to deliver best in class reporting; 2) assisting with the development, implementation and execution of the overall strategic learning and development and advisor education strategy.

The ideal candidate will possess excellent analytical insights and strong reporting design, data visualization skill as well as a passion for data science and the continuous learning process.

Key Responsibilities and Duties

  • Identify trends and patterns in data and provide insights to inform business decisions and opportunities for improvement within the Learning & Development and Advisor Education strategy.

  • Research, understand and share market trends, solutions, and technologies that can be leveraged to maximize resource utilization such as Microsoft Power Apps, Tableau, Salesforce, etc.

  • Light coding experience with an aptitude for learning new systems and technology.

  • Collaborate with cross-functional teams to develop dashboards, effective feedback loops, and help establish a cadence and a mechanism to communicate results.

  • Create presentations, reports, and visualizations that illustrate the impact of various activities that will be presented to Sales Leadership and other key stakeholders.

  • Display curiosity and passion for learning and incorporating new technology as it becomes available.

  • Monitor and evaluate the performance of data models to analyze ongoing education and coaching of sales teams, measuring and communicating changes in key success metrics.

  • Interpret large sets of data to identify areas of success as well as opportunities for improvement that can be used to refine strategies, processes, and programs.

  • Develop and/or utilize existing data and analytics platform to track and measure project performance, specifically to analyze the successful completion of short and long-term goals.

  • Develop and administer comprehensive surveys for all distribution teams to glean insights from financial advisors, Nuveen sales teams and other internal/external constituents; analyze the results which will be presented to leadership as needed.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 2+ Years Required; 3+ Years Preferred

FINRA Registrations

  • SRC Indicator: NRF

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


Required Qualifications:

  • Minimum 2 years' experience in data analysis, statistics, and computer science

Preferred Qualifications

  • 3+ years' experience in data analysis, statistics, and computer science

  • Bachelor’s degree

  • Experience or interest in training on technology preferred but not required.

  • Solid organizational and time management skills

  • Strong MS Office skills, particularly Excel, PowerPoint, Microsoft Power Applications, Tableau, and Salesforce

  • Coding experience with aptitude for learning new analytics tools and technology

  • Practical experience in statistical analysis using statistical packages, including Excel and/or other statistical software (SPSS, SAS, etc.)

  • Excellent written and verbal communication skills

  • Insatiable curiosity and proactive problem solving

  • Ability to work independently on projects, multi-task and a self-starter

  • Ability to collaborate with all levels of the organization across multiple business areas

  • Enhance department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments


Base Pay Range: $70,000/yr. - $116,700/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, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term 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 strategies. For more information about the firm please visit our website at

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. That’s 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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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) 842-2755


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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.