Senior Account Manager, Investment Specialist

About the role

The Senior Account Manager, Investment Specialist drives traditional & alternative product conversations, placements, discretionary allocations, and servicing discussions across a broad client segment of professional buyers. As a subject matter expert in strategic relations, this job seeks out co-product build opportunities working with sponsor firm and the organization's global product management team.

Responsibilities

• Drive public and private product conversations and secure placements across a broad client segment of professional buyers
• Possess excellent knowledge of prioritized Nuveen products and capabilities inclusive of alternatives
• Encourage team continuity and engagement while advocating broader firm priorities
• Primary points of engagement with manager research and firm discretionary teams with a focus on building high quality, sustainable relationships
• Identify near-term opportunities related to sponsor’s lineup of investment options
• Seek out co-product build opportunities working with sponsor firm and Nuveen Product Management
• Coordinate with Head of Investment Specialists Team Head on needed affiliate level interactions/product focuses
• Potential for personnel management responsibilities over time

Requirements

• University (Degree) Preferred
• Work Experience: 5+ Years Required; 7+ Years Preferred
• FINRA Registrations: SRC Indicator: Series 7; Series 63

Qualifications

• Bachelor’s degree ; business or finance major preferred
• At least 10 years of industry experience preferred
• CFA, CAIA and/or MBA preferred
• Self starter with ability to organize & execute upon competing priorities to meet goals and objectives
• Strong work ethic and ability to work under pressure while fostering a team environment
• Professional demeanor with high degree of service orientation
• Excellent verbal and written skills with strong interest in the capital markets; willingness to learn new strategies
• Strong organizational capabilities
• Willingness to travel extensively at times (potentially more than 3 days per week)
• 5-7 years of account management experience preferred
• FINRA Series 7/66 required within 6 months of employment

Skills

• Alternative Investments
• Business Development
• Capital Markets
• Client Relationship Management
• Consultative Communication
• Drives for Results
• Influence
• Market/Industry Dynamics
• Market Research
• Competitive Analysis
• Nuveen Products/Services Acumen
• Sales
• Strengthens Nuveen Product/Service Positioning

Benefits

• Base Pay Range: $135,000/yr - $189,000/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).

Pay

• Base Pay Range: $135,000/yr - $189,000/yr

Schedule

• Not specified