Institutional Business Development Analyst

TIAA

Chicago, IL

Full Time

Mid Level

89k-138k

about 2 months ago

Job Description

About the Role

The Institutional Business Development Associate works closely with senior sales professionals and relationship managers, providing day to day support in their sales and relationship management goals. Associates are product generalists as they may support sales teams specializing in assets classes or teams that are product generalists. Working independently under limited supervision, this job assists in identifying target clients, executing product sales and managing client relationships and development.

Key Responsibilities

Works with senior sales and relationship managers by providing sales and relationship management support on a daily basis, and provides services to clients to strengthen relationships to drive continuous service improvements, focusing on asset retention.
Coordinates targeted outreach campaigns and assists with additional sales and cross-selling initiatives in the institutional space.
Utilizes applications of customer relationship management and business development research for meeting preparation, activity and pipeline capture, to run competitive analysis of products.
Utilizes applications such as Sales Force, eVestment Alliance, MMD and Preqin for meeting preparation, activity & pipeline capture, to run competitive analysis of products.
Maintains knowledge of the team's assigned territory business plans, client service plans and marketing campaigns, as well as specialized product knowledge in a single product or product line, in support of sales teams specializing in assets classes or teams that are product generalists.
Monitors industry trends and opportunities by reviewing industry publications, and contributes to overall Institutional team with sales and client service ideas, best practices and learned industry knowledge.
Partners with colleagues across channels and affiliate investment firms to promote one Nuveen value system and serve shared clients effectively.

Requirements

3+ years in financial services industry
Proficiency with applications such as Sales Force, eVestment Alliance, MMD and Preqin
University (Degree) Preferred
Series 7 and Series 63 FINRA registrations
Sedentary work physical requirement
3+ years of work experience in the financial services industry

Nice to Have

5+ years in financial services industry
Experience with business development, client relationship management, market research, competitive analysis, and sales

Qualifications

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

Benefits & Perks

Competitive base salary range of $88,900/yr - $138,000/yr
Participation in incentive programs linked to performance, including discretionary and sales incentive plans
Comprehensive Total Rewards package including retirement, health, wellness, and work-life benefits

Working at TIAA

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. The organization is committed to making financial well-being possible for its clients and associates, emphasizing a supportive environment with a focus on shared values and service excellence.

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