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Senior Account Manager, Investment Specialist
Job in
Bloomington, McLean County, Illinois, 61791, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
- Drive public and private product conversations and secure placements across a broad client segment of professional buyers
- Seek out co-product build opportunities working with sponsor firm and Nuveen Product Management
- Primary points of engagement with manager research and firm discretionary teams focusing on building relationships
- Identification of near‑term opportunities related to sponsor’s investment options
- Responsible for team continuity and engagement while advocating broader firm priorities
- Bachelor’s degree; business or finance major preferred
- 5+ years of industry experience required; 7+ years preferred
- CFA, CAIA and/or MBA preferred
- FINRA Series 7/66 required within 6 months of employment
- 5-7 years of account management experience preferred
- relationship building
- team continuity
- engagement
- advocacy
- CFA
- CAIA
- MBA
- FINRA Series 7
- FINRA Series 66
Position Requirements
10+ Years
work experience
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