Senior Account Manager, Investment Specialist

TIAA

Senior Account Manager, Investment Specialist driving investment product conversations at Nuveen. Engaging with professional buyers across public and private markets, focusing on sustainable relationships.

Posted 7/1/2026full-timeNew York City • Illinois, New York • 🇺🇸 United StatesSenior💰 $135,000 - $189,000 per yearWebsite

About the role

Key responsibilities & impact

Drives traditional & alternative product conversations, placements, discretionary allocations, and servicing discussions across a broad client segment of professional buyers
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

What you’ll need

University (Degree) Preferred
5+ Years Required; 7+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63
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 upon 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

Benefits

Comp & perks

Superior retirement program
Highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Investment Options KnowledgeProduct ManagementClient Relationship ManagementCapital Markets UnderstandingTeam Coordination

Soft Skills

Strong Work EthicOrganizational CapabilitiesProfessional DemeanorVerbal Communication SkillsWritten Communication Skills

Certifications

CFACAIAMBAFINRA Series 7FINRA Series 63