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Investment Management
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Nuveen
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COMPANY OVERVIEW:

 

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.



POSITION SUMMARY:

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, driving sales, 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.
  • Proactively make outbound calls, email and engage in web conferences with top clients and prospects to market, educate and promote the Nuveen suite of products.
  • Effectively profile advisors and have a good understanding of the sales process
  • 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
  • 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. 

QUALIFICATIONS:

 

Required skills:

·   Bachelor’s degree. 

·   At least 1 year of relevant experience. 

·   Series 7 required.  Series 66 to be obtained within the first 3 months of joining


Preferred skills:

·   Financial Services experience

·   Excellent communication and presentation skills, both written and verbal.

·   Planning, organization and time management skills; ability to analyze and prioritize large amounts of information.

·   A strong combination of sales and analytical skills coupled with an energetic and engaging style.

·   Knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with an understanding of the process and specific portfolios. 

 


Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law

 

If you need assistance applying due to being visually or hearing impaired, please email Careers Help.
 
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.

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