Overview of the Role
Given the growth of the DACH business, an opportunity has arisen for a Sales Associate to support the DACH distribution team within Nuveen’s Institutional sales team across all client channels and product offerings. As the team expands, this is an excellent opportunity to work in a collegiate environment to help drive sales and deliver a purposeful client experience. The distribution team works closely with institutional investors, their investment advisors, as well as financial institutions and platforms.
The role offers an opportunity to work with the largest institutional investors, across the broadest possible set of investment products. The successful candidate will also be able to build on their experience through training in product knowledge, process & systems, and relationship management skills.
Key responsibilities
Understand current and new client relationships, their asset allocation preferences and assist the sales team with upcoming trends and investment behaviours through market research via industry databases (e.g. Mandatewire, pensionfundsonline and Preqin);
Support sales and consultant leads with meeting preparation for external clients (collating background information on previous meetings and prospect/client information);
Oversee the coordination of key meetings / events with clients and prospects, attending relevant meetings
Support client and consultant requests and manage client communications efforts, where necessary
Coordinate the Request for Proposal process, working with investment affiliates to cover breadth of investment products and solutions;
Maintain and improve client / internal information in CRM tool (Salesforce) and across various databases and systems;
Proactively identify new business opportunities and stay abreast of incumbent manager searches;
Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients;
Assist with the preparation of business planning and strategy materials to communicate our DACH distribution plan internally;
Create and maintain prospect and consultant information instrumental to the success of the team
Standard reporting and data management across the business channels and management;
Work closely with the marketing team on client events and social media, and new product initiatives
Pro-actively suggest improvements to processes and systems
Qualifications, Skills and Competencies
Excellent communicator (written and verbal) with strong interpersonal skills
Strong skills in MS Office product suite (Excel, Word, and PowerPoint) required
Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision
Ability to work independently and in a team-based environment
Take initiative and develop solutions for solving problems
Interact and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clients
Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail
Utilize qualitative and quantitative tools to analyse, synthesize and interpret information, and communicate it clearly and succinctly
Coordinate various data and information into effective messaging that resonates with internal and external clients
Possess a partnership mind-set and engage with teams across the firm
Self-motivated, team player with strong work ethic
Ability to build relationships across global teams
Asset management background preferred
This role does not require a regulated designation.
Related Skills
Business Development, Client Relationship Management, Collaboration, Drives for Results, Executive Presence, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Sales
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Company Overview
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
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