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Marketing Services Specialist

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Marketing & Communications
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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 Marketing Services Specialist will provide due diligence support critical to retaining and growing the firm’s assets under management and to help the firm strengthen and grow its position as a leader in the industry.  The Marketing Services Specialist is expected to become well versed in the mechanics of registered products, as well as the multi-boutique structure of the advisory organization and its business to develop, write and organize RFP, RFI and DDQ content. 

 

 

Key Responsibilities:
  

  • Provide on-going (monthly, quarterly and other recurring) standard due diligence coverage to home office analysts, institutional consultants and other external partners as requested on behalf of Nuveen Fund Advisors.    

  • Complete on-boarding questionnaires, fund review due diligence questionnaires, fund fact sheets, etc. across National Broker Dealers, Independent Broker Dealers, RIA, Bank & Trust, DCIO, and Global and Affiliated distribution channels for fund approvals, additions, and activations.   

  • Interact with appropriate subject matter experts throughout the Nuveen and TIAA organizations (including but not limited to Relationship Managers, Client Portfolio Managers, Product Managers and Legal/Compliance) to obtain and/or facilitate delivery of accurate and high quality content and data.

  • Expected to acquire deep understanding of firm structure and resources to navigate effectively to obtain necessary data or information to complete client requests.

  • Conduct other special projects as required.

 





 

Qualifications:

 

Required:   

  • Bachelor’s degree

  • Minimum 2 years of industry experience

  • Series 7 or the ability to obtain within 6-12 months of employment

Preferred:

  • Strong interest in investment products 

  • Experience answering and editing RFPs and due diligence questionnaires within the asset management industry a plus
  • Working knowledge of Proposal Management and Production System (RocketDocs) not required but a plus.
  • Client focused mindset, diligence, accuracy, flexibility and attention to detail.

  • Excellent analytical, oral and written communication skills. 

  • Ability to organize and prioritize competing priorities to meet deadlines.

  • Proven ability to work well under pressure.  Ability to work well with a variety of people across the organization.

  • A self-starter who can work independently and as a member of a team.

  • Must be highly proficient in Excel and Word and quick learner of various data systems.

  • Proficiency in investment and database software packages a plus (e.g. Morningstar Direct, Investortools, Simfund)   


 

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 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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