Job Information
Nuveen Investments ETF and SMA- Direct Indexing Specialist in Chicago, Illinois
The Exchange Traded Fund (ETF) and separately Managed Account (SMA) Specialist job proactively builds business partnerships both internally at the firm and externally with existing partners and prospects. Working independently with limited supervision, this role is responsible for building ETF and SMA business with allocators/professional buyers in a defined geographic area, leveraging the intersections of asset allocation, models, direct indexing, tax considerations, and customization.
Key Responsibilities and Duties
Partners with distribution, product, portfolio management, and operations to grow Nuveen’s market share in ETFs and SMAs through key advisors, strategists, and centers of influence.
Conducts meetings in person and virtually and attends industry conferences. Travel expectations are 25-50% of time.
Raise and retain assets in ETFs and SMAs/Direct Indexing
Guides the transformation of Nuveen’s leading SMA platform through new technology, marketing tools, and trading capabilities, including direct indexing.
Keeps focus on deep pools of assets, such as TAMPs, RIAs, and strategists. Experience and relationships with these market segments is key, while all client channels are covered.
Maintains knowledge of competitor products and industry related topics, as well as proficiencies in delivering value-added presentations to advisor and other audiences.
Acts as subject matter expert to educate, train and interact with other distribution areas and partners within the firm and within the industry to enhance awareness of Nuveen ETF and SMA offerings.
Helps coach and delegate work to junior level team members.
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
Required Qualifications
5+ years of experience within an asset manager
Proven track record of sales execution of ETFs
Experience selling Direct Index products or SMAs
Preferred Qualifications
7+ years of experience within an asset manager
Ability to deliver and coordinate complex ideas and processes clearly and efficiently
Consistent enthusiasm for growing the ETF and SMA/direct indexing business
Growth mindset, blending past experience with Nuveen capabilities
Entrepreneurial spirit, thinks critically about budgets, activity, and optimization of resources
Start-up mentality within established asset manager
Ability to manage a pipeline from “above the funnel” to “won”
Success working in a general/specialist distribution model
Related Skills
Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management
Anticipated Posting End Date:
2024-10-15
Base Pay Range: $99,400/yr. - $130,000/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 www.Nuveen.com
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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 (https://www.dol.gov/general/topics/posters) .
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
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
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.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
Nondiscrimination & Equal Opportunity Employment
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)