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Assoc, Inv Consult Relations

Type:
Full Time
Location(s):
  • New York, NY 10017, United States
  • 333 West Wacker Drive, Chicago, IL 60606, United States
Date Posted:
Salary:
Base Pay Range: $71,700/yr - $100,000/yr
Job Posting End Date:
2025-08-07-07:00
Job ID:
R250700376
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Nuveen is seeking a highly motivated individual to join our Institutional Distribution group, specifically supporting the Global Consultant Relations team. The successful candidate will partner with the Team to ensure coverage of the regional-based Consultant Relations effort. This individual will support the fostering of relationships with counterparts at Investment Consulting firms resulting in the development and retention of assets for our asset management business. 

Key Responsibilities and Duties

  • Fulfill sales support and service requests for product and marketing collateral.
  • Build relationships with support staff at Investment Consulting firms to identify opportunities and business at risk with the goal of increasing and retaining assets invested in Nuveen's investment strategies.
  • Extensive email and phone-based service for requests that are either ad hoc, recurring, or involve RFPs, RFIs, and DDQs.
  • Coordinate the completion of RFPs, RFIs, and DDQs.
  • Develop, maintain and communicate knowledge of Nuveen’s investment expertise to investment consultants.
  • Research the validity of public search opportunities.
  • Maintain contact lists and coordinate the deployment of marketing campaigns to investment consultants.
  • Work closely with the Team to execute business plans in the regional territory.
  • Compile management reports and presentations as needed.
  • Work with legal, product, and operations contacts to ensure smooth on-boarding of new clients.
  • Identify, cultivate, and drive relationships with internal business partners.
  • Maintain and document activities through CRM/Salesforce.
  • Special project work as needed.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • No Experience Required

FINRA Registrations

  • SRC Indicator: Series 7; Series 63

Physical Requirements

  • Physical Requirements: Sedentary Work


Career Level
5IC

Preferred Qualifications

  • 2+ years of related experience in a sales support role in the Financial Services and/or Asset Management industry
  • Bachelor’s Degree
  • Proficiency with Microsoft Word, PowerPoint and Excel.
  • Facility with Excel pivot tables, V-lookup, macros a plus.
  • Experience with CRM systems, preferably Salesforce.
  • Experience and exposure to financial markets and investment products across the range of traditional assets including alternative asset classes.
  • Ability to develop strong client relationships and an in-depth understanding of client needs.
  • Sound time management skills and ability to manage multiple deadlines independently.
  • Personal initiative/self-starter who takes on an entrepreneurial approach to complete required tasks.
  • Ability to communicate complex information and analysis in written and graphical form.
  • Familiarity with institutional investment consulting industry a plus.
  • Familiarity with eVestment, Preqin, Morningstar Direct, a plus

Company Overview

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

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.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

See our full Equal Employment Opportunity & Non-Discrimination statement below. You can read more about your rights and view government notices here.

Accessibility Support

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

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

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