Account Manager, Investment Specialist

The Account Manager drives traditional product conversations, placements and servicing discussions across a broad client segment of professional buyers. As a subject matter expert in strategic relations, this job works with senior investment specialists to seek out co-product build opportunities working with sponsor firm and the organization's global product management team.

Key Responsibilities and Duties

• Advises clients on the organization's prioritized products and capabilities in order to help clients realize investment goals.

• Serves as the primary point of engagement with manager research and firm discretionary teams that have questions about the organization's products and services.

• Identifies near term opportunities related to sponsor’s lineup of investment options.

• Maintain existing recommended ratings, win new recommended ratings, and build impactful relationships with key decision makers. (added)

• Builds and maintains strong partnerships with key decision makers including senior management across assigned list of clients.

• Applies detailed product knowledge as well as thorough knowledge of client's business when providing clients advice.

• Coaches, reviews and delegates work to lower level account managers.

• Travel expected to be 20-50% or as required

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

QUALIFICATIONS

Required:

•5+ years in a business development role for an asset manager or equivalent experience working in due diligence at an investment firm

Preferred:

• 7+ years of experience working with professional buyers (home office manager due diligence teams, consultant relations, RIAs)

• FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire

• Bachelor's degree; CFA or CAIA also preferred

• A strong combination of sales and analytical skills

• Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios

• Excellent communication skills, both written and verbal

• Ability to profile clients

• Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information

Related Skills

Alternative Investments, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Drives for Results, Influence, Market/Industry Dynamics, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Sales, Strengthens Nuveen Product/Service Positioning

Anticipated Posting End Date:

2024-12-25

Base Pay Range: $108,800/yr. - $180,000/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 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