VP, ETF and SMA- Direct Indexing Specialist

The Exchange Traded Fund (ETF) and separately Managed Account (SMA) Specialist job proactively builds business partnerships both internally at the firm and externally with existing partners and prospects. Working independently with limited supervision, this role is responsible for building ETF and SMA business with allocators/professional buyers in a defined geographic area, leveraging the intersections of asset allocation, models, direct indexing, tax considerations, and customization.

Key Responsibilities and Duties

• Partners with distribution, product, portfolio management, and operations to grow Nuveen’s market share in ETFs and SMAs through key advisors, strategists, and centers of influence.

• Conducts meetings in person and virtually and attends industry conferences. Travel expectations are 25-50% of time.

• Raise and retain assets in ETFs and SMAs/Direct Indexing

• Guides the transformation of Nuveen’s leading SMA platform through new technology, marketing tools, and trading capabilities, including direct indexing.

• Keeps focus on deep pools of assets, such as TAMPs, RIAs, and strategists. Experience and relationships with these market segments is key, while all client channels are covered.

• Maintains knowledge of competitor products and industry related topics, as well as proficiencies in delivering value-added presentations to advisor and other audiences.

• Acts as subject matter expert to educate, train and interact with other distribution areas and partners within the firm and within the industry to enhance awareness of Nuveen ETF and SMA offerings.

• Helps coach and delegate work to junior level team members.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Required Qualifications

• 5+ years of experience within an asset manager
• Proven track record of sales execution of ETFs
• Experience selling Direct Index products or SMAs

Preferred Qualifications

• 7+ years of experience within an asset manager
• Ability to deliver and coordinate complex ideas and processes clearly and efficiently
• Consistent enthusiasm for growing the ETF and SMA/direct indexing business
• Growth mindset, blending past experience with Nuveen capabilities
• Entrepreneurial spirit, thinks critically about budgets, activity, and optimization of resources
• Start-up mentality within established asset manager
• Ability to manage a pipeline from “above the funnel” to “won”
• Success working in a general/specialist distribution model

Related Skills

Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management

Anticipated Posting End Date:

2025-01-04

Base Pay Range: $99,400/yr. - $130,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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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. For more information about the firm please visit our website at www.Nuveen.com

Benefits and Total Rewards

The organization is committed to making financial well-being possible