TIAA

Senior Investment Specialist

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Illinois • New York • United States

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Salary

💰 $135,000 - $228,700 per year

Job Level

Senior

About the role

  • Expected to 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
  • Encourages 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
  • Identification of near-term opportunities related to sponsor’s lineup of investment options
  • Responsible for seeking out co-product build opportunities working with sponsor firm and Nuveen Product Management
  • Coordinates with Head of Investment Specialists Team Head on needed affiliate level interactions/product focuses
  • Potential for personnel management responsibilities over time

Requirements

  • University (Degree) Preferred
  • 5+ Years Required; 7+ Years Preferred
  • FINRA Registrations SRC Indicator: Series 7; Series 63
Benefits
  • superior retirement program
  • highly competitive health, wellness and work life offerings
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
team continuityengagementrelationship building
Certifications
Series 7Series 63