VP, Advisor Consultant
About the role
The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory across all products offered by Nuveen. He or she will partner closely with team members including Market Leaders, Advisor Consultants and Specialists and within the region.
Key Responsibilities And Duties
- Develop consultative relationships with financial advisors across the wire, independent and RIA distribution channels in an effort to grow the market share of Nuveen’s products and drive revenue for the firm.
- Effectively communicate in-depth understanding of Nuveen’s solutions, capital markets and industry trends.
- Incorporate data analytics into territory to identify best opportunities for success.
- Work effectively in a team environment with Market Leader, Advisor Consultants, Specialists and Internal Advisor Consultants in market.
- Manage pipeline process to keep track of opportunities through different stages of sales process.
- Collaborate and share best practices across the regional teams.
- Support US Wealth Advisory Services broader campaigns and initiatives as needed on the entire product suite.
- Conduct discovery work to review the opportunities within our client’s asset allocation and determine Nuveen investment solutions that may fit within their recommended allocations.
- Develop and maintain relationships with centers of influence in territory. Attend industry conferences/events.
Education Requirements
- University (Degree) Preferred
Work Experience
- 3+ Years Required; 5+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
Physical Requirements
- Sedentary Work
Career Level
- 7IC Required: 3+ years of wholesaling experience
- Preferred: 5+ years of wholesaling experience
Pay
- Base Pay Range: $90,000/yr - $100,000/yr
Schedule
- Not specified
Benefits
- Not specified
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
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. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy.
Our Culture of Impact
We are on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. 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. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. 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. 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