TIAA Institutional Business Development 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. For more information about the firm please visit our website at www.Nuveen.com
Institutional Bus Development
The Institutional Business Development Associate works closely with senior sales professionals and relationship managers, providing day to day support in their sales and relationship management goals. Associates are product generalists as they may support sales teams specializing in assets classes or teams that are product generalists. Working independently under limited supervision, this job assists in identifying target clients, executing product sales and managing client relationships and development.
Key Responsibilities and Duties
Works with senior sales and relationship managers by providing sales and relationship management support on a daily basis, and provides services to clients to strengthen relationships to drive continuous service improvements, focusing on asset retention.
Coordinates targeted outreach campaigns and assists with additional sales and cross-selling initiatives in the institutional space.
Utilizes applications of customer relationship management and business development research for meeting preparation, activity and pipeline capture, to run competitive analysis of products.
Utilizes applications such as Sales Force, eVestment Alliance, MMD and Preqin for meeting preparation, activity & pipeline capture, to run competitive analysis of products.
Maintains knowledge of the team’s assigned territory business plans, client service plans and marketing campaigns, as well as specialized product knowledge in a single product or product line, in support of sales teams specializing in assets classes or teams that are product generalists.
Monitors industry trends and opportunities by reviewing industry publications, and contributes to overall Institutional team with sales and client service ideas, best practices and learned industry knowledge.
Partners with colleagues across channels and affiliate investment firms to promote one Nuveen value system and serve shared clients effectively.
3 Years Required; 5 Years Preferred
University (Degree), Preferred
- Physical Requirements: Sedentary Work
- University (Degree)
Minimum of 3 years of financial services industry experience.
Minimum of 3 years in a relationship management or sales support capacity with a Financial Services firm
5 years of financial services industry experience, with background in the institutional marketplace.
FINRA Series 7 & 63, can be obtained within 3 months
Interest in pursuing MBA, CFA, or CAIA.
Background in institutional sales or relationship management preferred.
Strong communication and presentation skills.
Flexible and highly adaptable.
Able to work multiple projects simultaneously.
Technologically proficient and knowledgeable
Minimum Pay: $90,000.00
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) .
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) .
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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.