Distribution Analyst
About the role
The Distribution Analyst is an entry-level role within our sales organization, where you will have an opportunity to gain communication and organizational skills through proactive phone work and expense management. The role builds foundational blocks of how the asset management business operates and provides opportunities for growth and development.
Responsibilities
50-70% responsible for scheduling appointments (in-person/virtual) for our sales teams: Proactive scheduling calls to existing clients and prospects, where good communication skills are a must. 18-25 appointment goal per week. Goal is to keep our sales team’s calendars full of appointment.
Schedule appointments based on travel routes and focus lists, while keeping all shared notes and calendar invites. Requires strong organizational skills.
Creative and strategic emails.
Ability to work collaboratively in a team setting.
15-20% responsible for supporting designated sales teams with expense reports: Review and submit expense reports to Finance, where accuracy and timeliness are key.
Process check requests for meeting reimbursement and charitable contributions.
5-10% other tasks: Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings.
Update meeting notes capture and update in the CRM (Salesforce).
Coordinate and facilitate conference calls, compliance reviews, update weekly marketing packets.
Aggregate team success stories, campaign feedback, seminars and COI event for reporting to leadership.
Put CUSIPs/par amounts or MF tickers into Excel for muni/matrix reviews.
Requirements
Bachelor's Degree Preferred
Work Experience No Experience Required; 2+ Years Preferred
FINRA Registrations NRF
Qualifications
Financial Services experience is preferred
SIE, Series 7 and Series 66 optional and encouraged to be obtained within the first 6 months of joining
Excellent communication skills, both written and verbal
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
Benefits
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.
Pay
Commensurate with experience
Schedule
Varies
Company Overview
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
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
To learn more about your benefits, please review our Benefits Summary.