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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.
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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
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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.
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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