Develop and maintain deep relationships across Nuveen Australia's key 20 relationships across superannuation funds, insurance companies, private banks and asset consultants;
Across those key 20 relationships, understand their asset allocation preferences, the current role Nuveen plays in their portfolio and assist in further developing detailed plans around how Nuveen can assist those firms with their desired investment outcomes
Proactively identify new business opportunities and stay abreast of incumbent manager searches;
Support sales 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/conferences;
Respond to client 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 client / internal information in CRM tool (Salesforce) and across various databases and systems;
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 material to communicate our Australian distribution strategy internally;
Standard reporting and ad hoc support responsibilities across the business channels and management; and
Work closely with the marketing team on new product launch initiatives, client events and communications.
Qualifications, Skills and Competencies
Degree qualified with a strong academic track record
2 to 3 years finance experience
Excellent communicator (written and verbal) with strong interpersonal skills
Proficiency 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 creative 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 requires no regulatory designation.
Nuveen is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
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
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
Benefits
Vision insurance
Additional Information
Overview of the Role
Given the growth of the Australian business, an opportunity has arisen for a Sales Associate to support the Australian distribution team within Nuveen's Global Client Group. The sales support function is an integral part of the client journey. 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 private banks and large wealth firms and associated platforms.
The role would offer 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 · Sydney, Australia