Senior Account Manager, Investment Specialist

Senior Account Manager, Investment Specialist

The Senior Account Manager, Investment Specialist drives traditional & alternative product conversations, placements, discretionary allocations, and servicing discussions across a broad client segment of professional buyers. As a subject matter expert in strategic relations, this role seeks out co-product build opportunities working with sponsor firms and the organization’s global product management team.

• Drive public and private product conversations and secure placements across a broad client segment of professional buyers.
• Possess excellent knowledge of prioritized Nuveen products and capabilities inclusive of alternatives.
• Encourage team continuity and engagement while advocating broader firm priorities.
• Primary points of engagement with manager research and firm discretionary teams with a focus on building high quality, sustainable relationships.
• Identify near‑term opportunities related to sponsor’s lineup of investment options.
• Seek out co‑product build opportunities working with sponsor firm and Nuveen Product Management.
• Coordinate with Head of Investment Specialists Team Head on needed affiliate level interactions/product focuses.
• Potential for personnel management responsibilities over time.

• University (Degree) Preferred

• 5+ Years Required; 7+ Years Preferred

• SRC Indicator:
  Series 7;
  Series 63

• Sedentary Work

• Bachelor’s degree; business or finance major preferred; at least 10 years of industry experience preferred.
• CFA, CAIA and/or MBA preferred.
• Self‑starter with ability to organize & execute on competing priorities to meet goals and objectives.
• Strong work ethic and ability to work under pressure while fostering a team environment.
• Professional demeanor with high degree of service orientation.
• Excellent verbal and written skills with strong interest in the capital markets; willingness to learn new strategies.
• Strong organizational capabilities.
• Willingness to travel extensively at times (potentially more than 3 days per week); 5–7 years of account management experience preferred.
• FINRA Series 7/66 required within 6 months of employment.

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

$135,000/yr - $228,700/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).

The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of its associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work‑life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being.

To learn more about your benefits, please review our Benefits Summary (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.

Our full EEO & Non‑Discrimination statement is on our careers home page (), and you can read more…