Senior Account Manager, Investment Specialist

Nuveen, a TIAA company

Base: $135,000pyr - $228,700pyr; bonus/equity: pyr...
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Drive public and private product conversations
Subject matter expert in strategic relations
Identify near-term opportunities
** Nuveen, a TIAA company, is seeking a Senior Account Manager, Investment Specialist, responsible for managing client relationships and driving conversations around investment products. The ideal candidate will have strong knowledge of capital markets, excellent communication skills, and a minimum of 5-10 years of relevant experience. **

Job Summary

  • Drives traditional & alternative product conversations, placements, discretionary allocations, and servicing discussions across a broad client segment of professional buyers.
  • Encourages team continuity and engagement while advocating broader firm priorities and serves as primary points of engagement with manager research and firm discretionary teams.
  • The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates, offering a comprehensive Total Rewards package.

Matching Summary

Match Score: 75

** Nuveen, a TIAA company, is seeking a Senior Account Manager, Investment Specialist, responsible for managing client relationships and driving conversations around investment products. The ideal candidate will have strong knowledge of capital markets, excellent communication skills, and a minimum of 5-10 years of relevant experience. **

Salary

Base: $135,000/yr - $228,700/yr; Bonus/Equity: Participation in an incentive program linked to performance; Benefits: Competitive compensation package

Skills & Requirements

Must-have

  • Drive public and private product conversations
  • Subject matter expert in strategic relations
  • Identify near-term opportunities
  • Coordinate affiliate level interactions
  • Alternative Investments
  • Capital Markets

Nice-to-have

  • Team continuity and engagement
  • Fostering a team environment
  • Professional demeanor
  • High degree of service orientation
  • Willingness to learn new strategies

Key Requirements

  • 5+ Years Required; 7+ Years Preferred Work Experience
  • Series 7; Series 63 FINRA Registrations
  • Bachelor’s degree
  • 10 years of industry experience preferred
  • FINRA Series 7/66 required within 6 months of employment

Work Rights

Not specified

Tailored Resume

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