Job Information

TIAA Consulting Services Associate in CHICAGO, Illinois


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.


The Consulting Services Associate will enhance the advisor relationship by working in tandem with the internal and external sales team.


  • Collaborate with L&D team to keep all employees upto date with compliance regulations and relevant product trainings

  • Maintain education requirements andcompletion of trainings for US and global sales teams

  • Process check requests for meeting reimbursement andcharitable contributions

  • Review expense reports for accuracy and submit with allreceipts to accounting

  • Assist outside sales team in scheduling meetings andaccurate updates to calendar

  • Order literature for upcoming meetings or as afollow-up to Financial Advisor meetings

  • General administrative tasks:Organization of conference calls, coordination of new hire training andproduction education sessions, data entry, calendar management, production ofmonthly reports, expense reporting, updating meeting notes, updatingspreadsheets and performance reports


Required Skills:

  • Bachelor's degree

Preferred Skills:

  • Preferably at least 1year of sales, marketing or administrative experience

  • Financial servicesexperience is preferred

  • Familiar with investmentstrategies and concepts.

  • Ability of attention todetail with regulatory requirements

  • Ability to meetdeadlines and strong organizational skills

  • Understanding of expensereporting

  • Ability to work bothindependently and collaboratively

  • Ability to interact andcollaborate with outside sales representative, inside sales representative andproduct teams

  • Self-motivated, with awell-developed ability to define assignments into organized project plans

  • Able to coordinatediverse groups and individual sales team agenda; strong skills as relationshipmanager

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.

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We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.

Additional Information

  • Requisition ID: 1721784

Field: Investment Management

Company: Nuveen

Post Date: Sep 09, 2019