VP, Institutional Business Development, Mid-West Life Insurance

About the role

This role is focused on new client development and retention within Life Insurance companies across the Mid-West. The ideal candidate will consultatively engage with multiple stakeholders at key insurance companies and holistically deliver the firm via a private banking style distribution process.

Responsibilities

• Executes a private banking style distribution model specific to U.S. Life Insurers, leveraging intellectual capital across multiple areas of Nuveen.
• Transcends product and delivers the firm holistically when engaging with insurance company stakeholders.
• Understands and communicates complex insurance investment structures and regulations.
• Collaborates effectively with portfolio managers and insurance distribution colleagues, both domestically and globally.
• Oversees the onboarding process for new clients.
• Exceeds client service expectations through proactive and ongoing engagement.

Requirements

• Minimum of 5 years of experience in insurance investment management, business development, or direct insurance company asset owner experience.
• Demonstrated success in developing relationships, building a pipeline of opportunities, and winning new clients.
• Comprehensive understanding of the features, design, and benefits of Nuveen products, services, and capital markets, or the ability to develop this knowledge.
• FINRA Series 7 and Series 63 required, or must be obtained within 90 days of hire.
• Must be based in, or willing to relocate to, the Mid-West.

Qualifications

• BA/BS degree.
• 10+ years of experience in insurance investment management, business development, or direct insurance company asset owner experience (preferred).
• Demonstrated success specifically with Mid-West Life Insurers (preferred).
• MBA and/or CFA designation (preferred).