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. This role represents the following asset classes throughout the sales cycle: public and private fixed income, public and private equity, real estate, and real assets. The role also carries ongoing relationship management responsibilities as new clients are won. This position requires approximately 50% travel and must ultimately be based in the Mid-West.
Key Responsibilities and Duties
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.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
FINRA Registrations
SRC Indicator: Series 7; Series 63
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
8IC
Required Qualifications
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.
Tiaa · Chicago, IL