Distribution Analyst

About the Role

Key Responsibilities

• Schedules calls to existing clients and prospects in a proactive manner.
• Schedules appointments based on travel routes and focus lists, while keeping all shared notes and calendar invites organized and accessible.
• Reviews and submits expense reports to Finance, where accuracy and timeliness are key.
• Processes check requests for meeting reimbursement and charitable contributions.
• Orders literature for upcoming meetings or as a follow-up to Financial Advisor meetings.
• Updates meeting notes capture and updates in the customer relationship management system.
• Coordinates and facilitates conference calls, compliance reviews and updates weekly marketing packets.
• Aggregates team success stories, campaign feedback, seminars and COI event for reporting to leadership.
• Puts CUSIPs/par amounts or MF tickers into Excel for muni/matrix reviews.

Requirements

• Bachelor's Degree Preferred
• No Experience Required; 2+ Years Preferred
• Interest in obtaining FINRA licensing
• Related Skills: Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management

Nice to Have

• 2+ years in Financial Services experience
• Prior Financial Services internship experience

Qualifications

• Bachelor's Degree (preferred)

Benefits & Perks

• Competitive compensation package including base pay and performance-linked incentives
• Total Rewards package with retirement programs, health, wellness, and work-life offerings
• Support for financial well-being and physical, emotional, and financial health