Chicago, Illinois, United States · Hybrid
$64k–$90k/yr
DCIO Specialist Nuveen, as the asset manager of TIAA, has been one of the fastest growing firms in the defined contribution market with top performing target date funds and industry leading in-plan annuity embedded retir…
Skills: Inside Sales, Business Development, Client Relationship Management, Retirement Planning, Salesforce
Charlotte, North Carolina, United States · Hybrid
$54k–$70k/yr
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sal…
Skills: Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration
Chicago, Illinois, United States · Hybrid
$54k–$70k/yr
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sal…
Skills: Business development, Capital markets, Client relationship management, Client segmentation, Collaboration
Charlotte, North Carolina, United States · Hybrid
$95k–$140k/yr
We are seeking a Lead Consultant to join our Wealth Management Technology Enablement team. This critical role requires a strategic thinker who combines deep Salesforce expertise with superior analytical capabilities to d…
Skills: Salesforce, Wealth management, Business management, Project management, Analytical methodologies
Iselin, New Jersey, United States · Hybrid
$134k–$183k/yr
Nuveen is seeking an experienced Lead Development Manager to join our CLO Portfolio Management Technology team. In this role, you will design, build, test, and support mission-critical applications that directly serve po…
Skills: Python, Cloud-native architecture, CI/CD, AWS, Fixed Income
Dallas, Texas, United States · On-site
$26/hr–$32/hr
Senior Customer Advocate - Brokerage The Senior Customer Advocate Brokerage works directly with the organization's brokerage clients to deliver phone-based, world-class customer service. This job contributes to the organ…
Skills: Customer service, Brokerage accounts, Financial planning, Retirement solutions, Conflict management
Redwood City, California, United States · Hybrid
$126k–$176k/yr
The Relationship Manager II advises existing client on a wide variety of gift planning, gift investment, and program management issues. This job is responsible for the delivery of high quality, comprehensive services to …
Skills: Charitable gift planning, Relationship management, Client service, Consultative communication, Public speaking
Phoenix, Arizona, United States · Hybrid
$155k–$167k/yr
Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with…
Skills: Wealth management, Coaching, Financial planning, Practice management, Client relationship management
Iselin, New Jersey, United States · Hybrid
$128k–$174k/yr
Nuveen, a subsidiary of TIAA, is looking for a Senior Lead Application Developer role to join Middle Office Technology team. The position will be responsible for design and development of solutions supporting Middle Offi…
Skills: Java, J2EE, Weblogic, Middleware, SQL
St. Louis, Missouri, United States · Hybrid
$30/hr–$43/hr
The Senior Paralegal conducts legal research (e.g., due diligence, case and factual research, responding to queries and investigations, preparing summary reports, etc.) to support the organization's law related initiativ…
Skills: Legal research, Estate planning, Trust planning, Due diligence, Regulatory filings
Lexington, Kentucky, United States · Hybrid
$84k–$110k/yr
Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management Advisor as part of a team to identify the financial goals o…
Skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset
Los Angeles, California, United States · Hybrid
$79k–$104k/yr
This position is responsible for coordinating and writing responses to Asset Management Requests for Proposal (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) under strict deadlines for ext…
Skills: RFP writing, Project management, Technical writing, Asset management, Due diligence
Charlotte, North Carolina, United States · Hybrid
$71k–$81k/yr
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping t…
Skills: Business development, Client relationship management, Collaboration, Consultative communication, Continuous improvement mindset
Chicago, Illinois, United States · Hybrid
$135k–$189k/yr
The Senior Account Manager, Investment Specialist drives traditional & alternative product conversations, placements, discretionary allocations, and servicing discussions across a broad client segment of professional buy…
Skills: Alternative Investments, Business Development, Capital Markets, Client Relationship Management, Consultative Communication
New York, New York, United States · Hybrid
$192k–$269k/yr
Wealth Mgmt Strategy The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and operating model issues. The team follows a hyp…
Skills: Strategic consulting, Wealth management, Project management, Financial analysis, Executive communication
Melville, New York, United States · Hybrid
$111k–$134k/yr
Relationship Manager II The Relationship Manager II plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a moder…
Skills: Relationship management, Business development, Strategic planning, Financial analysis, Retirement planning
Stillwater, Oklahoma, United States · Hybrid
$73k–$96k/yr
The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and …
Skills: Financial planning, Investment strategies, Customer service, Relationship management, Business development
New York, New York, United States · Hybrid
The Business Enhancement Associate, Private Fixed Income job supports the investment team’s financial advisory, debt underwriting, and the origination and execution of Private Credit. This job provides analytical, financ…
Skills: Financial Modeling, Debt Underwriting, Private Credit, Investment Research, Asset Valuation
Charlotte, North Carolina, United States · Hybrid
$71k–$81k/yr
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping t…
Skills: Business development, Client relationship management, Collaboration, Consultative communication, Continuous improvement mindset
Hackensack, New Jersey, United States · Hybrid
$155k–$167k/yr
Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with…
Skills: Wealth management, Coaching, Financial planning, Practice management, Sales
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Inside Sales Associate partners with the external sales team to identify, prospect, and close opportunities for Nuveen retirement products. They are responsible for maintaining accurate CRM data, preparing for client meetings, and executing territory sales plans.
Candidates must have at least 2 years of experience in internal sales or a related domain and hold FINRA Series 7 and 63 licenses. A university degree is preferred, along with strong analytical, communication, and presentation skills.
Nuveen, as the asset manager of TIAA, has been one of the fastest growing firms in the defined contribution market with top performing target date funds and industry leading in-plan annuity embedded retirement solutions. To advance our firm’s growth strategy, Nuveen Retirement Investing (NRI) is seeking highly self-motivated, resilient & goal oriented NRI Internal Sales Associates to join our team.
The primary responsibility NRI Internal Sales Associate is to partner with NRI external sales team to identify, prospect, nurture grow and close opportunities to sell industry leading Nuveen retirement products to retirement plan advisors & intermediaries, including but not limited to: financial advisors, retirement consultants, and 401k recordkeeping wholesalers.
This is a high impact role – Ideal candidates are ambitious, self-starting, analytical, and career driven professionals who want a longer-term path to external sales, or strategic client relationship management, or opportunities which may span across Nuveen’s global public-to-private investment teams.
Key Responsibilities and Duties
Partner with NRI external sales team to drive NRI asset growth within a defined sales territory
Proactively engage with retirement plan advisors, consultants, and 401k recordkeeping wholesalers to best serve their clients’ goals – dually identifying, prospecting, nurturing to grow opportunities to position & sell Nuveen retirement products
Apply discipline to gather & maintain high quality, accurate CRM (Salesforce) prospect/ client pipeline data
Coordinate with NRI external sales team to prepare for client meetings & promptly follow through on post meeting activities, including but not limited to: managing calendars & meeting invites, managing meeting logistics, coordinating meeting materials, preparing RFI/RFPs, supporting due diligence activities
Support NRI external sales team to develop, refine, and execute sales territory plans
Stay sharp on industry trends, competitor positioning, market flows & relevant developments to identify new opportunities and adapt territory sales execution accordingly
Consistently deploy sales toolkits, advisor reports & analytics, value add programs to maximize value to prospects / clients
Collaborate with NRI Internal Sales Associates, Internal Sales Desk Manager, and broader NRI team to share best practices, coach & enable continuous “leveling-up” high performance across all NRI sales territories
Career Level
6IC
Additional Information For Posting
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_
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.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
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
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come. Visit tiaa.org to learn more about preparing for a more secure retirement. For our Terms of Use, please visit ter.li/termsofuse. 4127037
Offices: 730 Third Ave., New York, NY 10017, US · 8500 Andrew Carnegie Blvd., Charlotte, NC 28262, US · 1670 Broadway, Denver, CO 80202, US · 3965 Dallas Pkwy, Frisco, Texas 75034, US · Mumbi, IN
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come. Visit tiaa.org to learn more about preparing for a more secure retirement. For our Terms of Use, please visit ter.li/termsofuse. 4127037
Offices: 730 Third Ave., New York, NY 10017, US · 8500 Andrew Carnegie Blvd., Charlotte, NC 28262, US · 1670 Broadway, Denver, CO 80202, US · 3965 Dallas Pkwy, Frisco, Texas 75034, US · Mumbi, IN
