TIAA Internal Advisor Consultant in CHICAGO, Illinois
Nuveen is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at
The Internal Advisor Consultant (IAC) proactively builds business partnerships with advisors in a defined geographic territory. The IAC will partner closely with the Advisor Consultant, together they’re responsible for maintaining current client assets, cross selling advisors and converting prospects to clients. The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences, and advisor follow ups. In this role, the IAC stays current with portfolio & industry developments and masters all Nuveen Investments’ product and service solutions.
KEY RESPONSIBILITIES AND DUTIES:
Partner with Advisor Consultant to develop consultative relationships with Financial Advisors, branch office managers and sales managers; and grow market share of Nuveen’s products with the assigned territory.
Partner and coordinate with Advisor Consultant on business and territory management plans.
Make outbound calls, emails and web conferences with top prospects and clients to market, educate and promote the Nuveen suite of products.
Work closely with ACs, DMs, Data Analytics and Digital teams to drive sales
Maintain knowledge level of focus firm platforms and product approvals.
Collaborate and share best practices across the internal team
Document all Advisor activity in Customer Management System [SalesPage], update SalesPage/ Outlook calendar, and complete Advisor surveys to capture Advisor information
Support US Advisory Services broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alts., DCIO, etc.
Some travel in the territory for consistent top performers or as deemed necessary for development by the Internal Sales and Service management team.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
3-5 years relevant sales experience within a retail distribution channel.
Certificates, Licenses, Registrations
- Series licenses 7 and 66 or 7, 63 and 65 REQUIRED
Excellent communication skills, both written and verbal.
Creates and maintains long-term strategic relationships with clients.
Ability to profile clients.
Presents concepts and solutions effectively to the following audiences: individual B/D and/or WIRE advisors, financial institution advisors, regional advisors, super regional advisors, clients and HNW clients.
Persuades and influences others; gains acceptance of a product, service or idea from clients.
Works both independently and as a team member.
Effective decision maker.
Ability to be creative and generate innovative solutions.
Adapts to change.
Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information.
Excellent territory, rotational and time management skills; includes planning, organizing, analyzing and prioritizing large amounts of data & information.
Maintains integrity in all transactions; follows up and keeps promises; maintains ethical standards of Nuveen Investments.
A strong combination of sales and analytical skills coupled with an energetic and engaging style is required.
Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios is required.
Proficient in Microsoft Word, Excel, PowerPoint. Experience with contact manager software and applications.
Must be proactive and take prompt action to accomplish objectives.
Continuously learns and stays current in areas of expertise.
Understands a variety of financial products and markets.
Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.
If you need assistance applying due to being visually or hearing impaired, please email.
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.
- Requisition ID: 1720421
Field: Investment Management
Post Date: Jul 10, 2019
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