Institutional Market Leader

Nuveen, a TIAA company

Base: $190,000pyr - $225,000pyr; bonus/equity: pyr...
Not specified (assumed to be in-office due to emphasis on collaboration).
10+ years leadership experience
Series 7 and series 24 registrations
Retirement plan recordkeeping expertise
Nuveen, a TIAA company, is seeking an Institutional Market Leader who will drive strategic outcomes in the higher education market by managing and growing client relationships. The ideal candidate will possess significant experience in business development and leadership, focusing on delivering exceptional client service and financial planning

Job Summary

  • The role is responsible for leading an integrated team to retain, deepen, and grow relationships with approximately 135 institutional clients managing $50B in assets.
  • Candidates must possess a transformative leadership approach that emphasizes influence, collaboration, and commitment to delivering lifetime income solutions.
  • The position offers a competitive compensation package including base salary ranging from $190,000 to $225,000 plus performance-linked incentive programs.

Matching Summary

Match Score: 85

Nuveen, a TIAA company, is seeking an Institutional Market Leader who will drive strategic outcomes in the higher education market by managing and growing client relationships. The ideal candidate will possess significant experience in business development and leadership, focusing on delivering exceptional client service and financial planning.

Salary

Base: $190,000/yr - $225,000/yr; Bonus/Equity: Participation in annual discretionary or non-annual sales incentive plans; Benefits: Comprehensive Total Rewards including retirement program, health, wellness, and work life offerings

Skills & Requirements

Must-have

  • 10+ years leadership experience
  • Series 7 and Series 24 registrations
  • Retirement plan recordkeeping expertise
  • $50B AUA portfolio management
  • Institutional client relationship growth

Nice-to-have

  • Strategic multi-year planning skills
  • Collaborative cross-functional culture
  • Higher education market focus
  • Analytics-driven business mindset
  • Client-centric operational excellence

Key Requirements

  • University degree required
  • Minimum 10 years of work experience
  • FINRA Series 7 registration required
  • FINRA Series 24 registration required
  • Leadership in recordkeeping business preferred

Work Rights

Not specified

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