Global Consultant Relations, Based in the West Coast
About the role
This individual will lead coverage of institutional investment consultants across the West Coast region, with shared responsibility for select global consulting firms.
Responsibilities
- Develop and manage strategic relationships with investment consultants, client consultants, and independent advisors across key markets to identify opportunities and manage business risk, with the goal of increasing and retaining AUM across Nuveen affiliates.
- Deliver clear, consistent communication of Nuveen’s investment strategies and performance, ensuring a high level of product fluency and market insight.
- Drive buy ratings and mandates across Nuveen's investment capabilities, in collaboration with regional distribution and investment teams.
- Respond promptly to consultant requests, including recurring service needs, data inquiries, and Requests for Proposals (RFPs), in partnership with the RFP and investment teams.
- Monitor and analyze consultant research and public search activity, identifying relevant opportunities for Nuveen capabilities.
- Work with compliance, legal, product, and operational teams to ensure a seamless onboarding experience for consultant-influenced client relationships.
- Prepare strategic and management reporting on consultant activity, business development opportunities, and relationship health.
- Support special projects and strategic initiatives related to consultant segmentation, new product rollouts, and global distribution efforts.
- Maintain up-to-date records and activity logs through Nuveen’s CRM systems.
Qualifications
- Knowledge and understanding of financial markets and investment products across the range of alternative and traditional strategies.
- Strong network and understanding of the relevant consultant landscape; experience working with major global and regional consultant firms is essential.
- Commercially focused, with a proven track record of influencing consultant recommendations and securing buy ratings.
- Experience with Alternative products – specifically Private Credit, Real Estate, and Infrastructure.
- Excellent analytical skills with the ability to articulate complex investment strategies.
- Ability to develop strong client and consultant relationships and an in-depth understanding of client and consultant needs.
- Sound time management skills and ability to manage multiple deadlines independently.
- Ability to work independently as well as in a team.
- IMC or CFA level 1 qualification.
Competencies
- Entrepreneurial mindset with a proactive and results-driven approach.
- Outstanding interpersonal and communication skills, with the ability to influence internal and external stakeholders.
- Detail-oriented, organized, and capable of synthesizing complex information into actionable insights.
- Strong collaborator who thrives in a team-oriented, cross-functional environment.
- High emotional intelligence, cultural awareness, and adaptability when working with international colleagues and clients.
- Strong presentation and public speaking skills.
Pay
Base Pay Range: $172,000/yr - $250,000/yr
Schedule
Not specified
Benefits
Visit our careers home page to learn more about your benefits.
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.
Culture of Impact
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. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
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.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.