Location: Charlotte, NC
Company: Tiaa
within the market and communicated consistently to relevant firms. This job also partners with the organization's Sales team to further efforts to sell and market the Alternative Investments offerings by the organization. Key Responsibilities and Duties Manages the Alternative Investment products sales pipeline for an assigned region.
Raises capital for Alternative Strategies primarily within associated wealth channels. Provides excellent customer service to clients regarding available products and consistently communicates and positions the benefits of the organization's offerings. Demonstrates Alternative capabilities and solutions to Financial Advisors and Investors. Develops
and maintains relationships with prospect firms within private wealth channels. Educates the company's General Sales Team on the available Alternative strategies. Coaches and reviews the work of lower level professionals.
Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63Physical Requirements Physical Requirements: Sedentary Work Career Level 7ICRequired Qualifications Minimum 3 years' experience in the investment management industry specifically within business development in the Alternative Investments space FINRA Series 7 and Series 63Preferred Qualifications 5+
years' experience in the investment management industry specifically within business development in the Alternative Investments space Bachelor's degree, or equivalent; Masters, CFA or CAIA a plus Experience marketing into private wealth channels (wire house, private banks, broker-dealers, RIAs) is preferred Prior experience in real estate, private equity, hedge funds, fund of funds or private credit Strong organizational, relationship management, communications and presentation skills Detail-oriented and highly motivated Ability to work independently and as part of a team with minimal supervision Related Skills Alternative Investments, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Data-Based Decision Making, Nuveen Products/Services Acumen, Practice Management Strategy, Sales Process/Management Anticipated Posting End Date: Base Pay Range: $142,500/yr.
- $205,000/yr. 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, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.
For more information about the firm please visit our website at 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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, interaction, religion, veteran status, disability, interactionual orientation, gender identity, or any other protected status. Read more about the Equal Opportunity Law 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-xyz XEmail: vacy 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 Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here.
For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here.
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Consulting jobs refer to positions where professionals provide expert advice to organizations or individuals in a specific area, such as management, technology, finance, or law. Consultants analyze challenges, formulate strategies, and implement solutions to improve client performance. These roles are characterized by project-based work, potential for high-travel, interaction with diverse clients, analytical problem-solving, and often require strong communication skills. Flexibility, adaptability, and the ability to swiftly understand various business contexts are key traits of successful consultants.
