Understand current and new client relationships, their asset allocation preferences and assist the sales team with upcoming trends and investment behaviours through market research via industry databases (e.g. Mandatewire, pensionfundsonline and Preqin);
Support sales and consultant leads with meeting preparation for external clients (collating background information on previous meetings and prospect/client information);
Oversee the coordination of key meetings / events with clients and prospects, attending relevant meetings
Support client and consultant requests and manage client communications efforts, where necessary
Coordinate the Request for Proposal process, working with investment affiliates to cover breadth of investment products and solutions;
Maintain and improve client / internal information in CRM tool (Salesforce) and across various databases and systems;
Proactively identify new business opportunities and stay abreast of incumbent manager searches;
Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients;
Assist with the preparation of business planning and strategy materials to communicate our UK distribution plan internally;
Create and maintain prospect and consultant information instrumental to the success of the team
Standard reporting and data management across the business channels and management;
Work closely with the marketing team on client events and social media, and new product initiatives
Pro-actively suggest improvements to processes and systems
Qualifications, Skills and Competencies
Excellent communicator (written and verbal) with strong interpersonal skills
Strong skills in MS Office product suite (Excel, Word, and PowerPoint) required
Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision
Ability to work independently and in a team-based environment
Take initiative and develop solutions for solving problems
Interact and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clients
Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail
Utilize qualitative and quantitative tools to analyse, synthesize and interpret information, and communicate it clearly and succinctly
Coordinate various data and information into effective messaging that resonates with internal and external clients
Possess a partnership mind-set and engage with teams across the firm
Self-motivated, team player with strong work ethic
Ability to build relationships across global teams
Asset management background preferred
This role does not require a regulated designation.
Related Skills
Business Development, Client Relationship Management, Collaboration, Drives for Results, Executive Presence, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Sales
Overview of the Role
Given the growth of the UK business, an opportunity has arisen for a Sales Associate to support the UK distribution team within Nuveen's Institutional sales team. As the team expands, this is an excellent opportunity to work in a collegiate environment to help drive sales and deliver a purposeful client experience. The distribution team works closely with institutional investors, their investment advisors, as well as financial institutions and platforms.
The role offers an opportunity to work with the largest institutional investors, across the broadest possible set of investment products. The successful candidate will also be able to build on their experience through training in product knowledge, process & systems, and relationship management skills.
Tiaa · London, UK