Senior Account Manager, Investment Specialist

TIAA / Nuveen

Base: $135,000pyr - $228,700pyr; bonus: pyrticipyt...
5+ years account management experience
Series 7 and series 63 finra registration
Knowledge of nuveen products and alternatives
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.
  • This role serves as a subject matter expert in strategic relations, identifying co-product build opportunities with sponsor firms and the global product management team.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health, wellness, and work-life offerings.

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 performance-linked incentive programs; Benefits: Comprehensive Total Rewards including retirement and health coverage

Skills & Requirements

Must-have

  • 5+ years account management experience
  • Series 7 and Series 63 FINRA registration
  • Knowledge of Nuveen products and alternatives

Nice-to-have

  • CFA or CAIA designation preferred
  • MBA degree preferred
  • Strong consultative communication skills
  • Willingness to travel extensively

Key Requirements

  • Bachelor's degree required
  • 10 years industry experience preferred
  • FINRA Series 7/63 required within 6 months

Work Rights

Not specified

Tailored Resume

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