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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.

Qualifications

  • 2 Years Required; 3 Years Preferred

  • University (Degree), Preferred

FINRA Registrations

  • SRC Indicator: Series 7; Series 63

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level

6IC

This position requires an extensive background in the ETF space, with a high level of knowledge around capital markets, factor investing and asset allocation

Required Qualifications:

  • 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

Preferred Qualifications:

  • 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

  • Bachelor’s degree

  • 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

#NUVEEN

Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law (http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf) .

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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.

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) .

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

For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.

For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.

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.

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