Senior Investment Specialist

TIAA

Base: $135,000pyr - $228,700pyr; bonus: pyrticipyt...
5+ years investment experience
Series 7 and series 63 registrations
Nuveen products knowledge
The Senior Account Manager drives traditional and alternative product conversations and secure placements across a broad client segment of professional buyers

Job Summary

  • The Senior Account Manager drives traditional and alternative product conversations and secure placements across a broad client segment of professional buyers.
  • As a subject matter expert, the role seeks out co-product build opportunities working with sponsor firms and the global product management team.
  • The company offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

The Senior Account Manager drives traditional and alternative product conversations and secure placements across a broad client segment of professional buyers.

Salary

Base: $135,000/yr - $228,700/yr; Bonus: Participation in incentive programs linked to performance; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • 5+ years investment experience
  • Series 7 and Series 63 registrations
  • Nuveen products knowledge
  • Alternative investments expertise
  • Client relationship management

Nice-to-have

  • 7+ years preferred experience
  • Personnel management responsibilities
  • Strategic relations subject matter expert
  • Collaborative in-office environment
  • AI tools proficiency

Key Requirements

  • University Degree required
  • Series 7 registration required
  • Series 63 registration required
  • 5+ years work experience required
  • FINRA Registrations SRC Indicator

Work Rights

Not specified

Tailored Resume

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