TIAA Internal ETF Specialist in Los Angeles, California
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
ETF Internal Specialist
The Internal ETF Specialist will proactively build business partnerships with advisors in a defined geographic territory and execute existing territory business plans. The Internal ETF Specialist will answer incoming sales and investment related phone calls specifically for ETFs. The incumbent will be responsible for meeting daily outbound call goals and staying current with the ETF market.
Key Responsibilities and Duties
Partner with Advisor Consultants to manage and cultivate key advisor and strategist relationships and develop ETF sales through those contacts.
Partner with Advisors Consultants in a specific territory to generate sales and revenue.
Educate, train and interact with other distribution areas and partners within Nuveen to enhance awareness of the ETF offerings.
Maintain knowledge of industry related topics and maintain proficiencies in delivering value-added presentations to advisor and other audiences.
Update activity logs in contact management system and work with Sales Management on various project initiatives.
2 Years Required; 3 Years Preferred
University (Degree), Preferred
- SRC Indicator: Series 7; Series 63
- Physical Requirements: Sedentary Work
This position requires an extensive background in the ETF space, with a high level of knowledge around capital markets, factor investing and asset allocation
Minimum of 2 years’ experience in a field consulting/sales role within the investment industry
Minimum of 2 years’ ETF related experience within either a sales, product, or investment role
FINRA Series 7 and 66 required to be obtained within the first 3 months of joining
3+ years’ experience in a field consulting/sales role within the investment industry
3+ years’ ETF related experience within either a sales, product, or investment role
Excellent verbal and written communication skills
Self-driven with ability to build manage key internal and external relationships
Experience developing and implementing sales and marketing business plans
Strong investment acumen and background
Strong analytical and critical thinking skills
Comfortable with extensive travel
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Minimum Pay: $45,000.00
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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