TIAA Institutional Business Development Analyst in New York, New York
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 Business Development & Sales
The Institutional Business Development Analyst job contributes to sales goals, relationship management goals, and business strategy by providing day-to-day support to sales teams and relationship managers. Working independently under general supervision, this job assists in identifying target clients, executing product sales and managing client relationships and development.
Key Responsibilities and Duties
Partners with senior sales and relationship managers by providing sales and relationship management support on a daily basis.
Coordinates and executes targeted outreach campaigns to clients and prospects, and assists with additional sales and cross-selling initiatives, in order to support clients and prospects in finding products, solutions and services that best meet their needs.
Partners effectively with colleagues across channels and affiliate investment firms to promote one Team value system and serve shared clients.
Coordinate targeted outreach campaigns to clients and prospects.
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.
2 Years Required; 3 Years Preferred
University (Degree), Preferred
- Physical Requirements: Sedentary Work
- University (Degree)
- Minimum 2 years of Financial Services industry experience
3+ years of Financial Services Industry experience
FINRA Series 7 & 63, can be obtained within 3 months
Interest in pursuing MBA, CFA or CAIA
Proficiently utilize applications such as Sales Force, eVestment Alliance, MMD and Preqin for meeting preparation, activity & pipeline capture, to run competitive analysis of products.
Contributes to overall Institutional team with sales and client service ideas, best practices and learned industry knowledge.
Responsible for a core competence of Nuveen products and the Nuveen story.
Coordinate or participate in special projects as assigned.
Strong communication and presentation skills
Flexible and highly adaptable
Able to work multiple projects simultaneously
Technologically proficient and knowledgeable
Minimum Pay: $58,500.00
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
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.