Distribution Analyst

Distribution Analyst – Overview

The Distribution Analyst is an entry-level role within our sales organization, where you will have an opportunity to gain communication and organizational skills through proactive phone work and expense management. The role builds foundational blocks of how the asset management business operates and provides opportunities for growth and development.

• 50-70% responsible for scheduling appointments (in-person/virtual) for our sales teams: proactive scheduling calls to existing clients and prospects, 18-25 appointment goal per week, keep sales team calendars full.
• Schedule appointments based on travel routes and focus lists, keep shared notes and calendar invites; strong organizational skills.
• Creative and strategic emails.
• Collaborate in a team setting.
• 15-20% responsible for supporting designated sales teams with expense reports: review and submit expense reports to Finance; accuracy and timeliness; process check requests for meeting reimbursement and charitable contributions.
• 5-10% other tasks: order literature for upcoming meetings or follow-up to Financial Advisor meetings; update meeting notes capture and update in the CRM (Salesforce); coordinate and facilitate conference calls, compliance reviews, update weekly marketing packets; aggregate team success stories, campaign feedback, seminars and COI event for reporting; put CUSIPs/par amounts or MF tickers into Excel for muni/matrix reviews.

• Bachelor's Degree Preferred

• No Experience Required; 2+ Years Preferred

• SRC Indicator: NRF

• Sedentary Work

• Bachelor’s degree
• Financial Services experience is preferred
• SIE, Series 7 and Series 66 (optional) and encouraged to be obtained within the first 6 months of joining.
• Excellent communication skills, both written and verbal

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

The organization offers a comprehensive Total Rewards package, including a superior retirement program and highly competitive health, wellness, and work life offerings. For more information, see https://(Use the "Apply for this Job" box below).-

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.