Key skills
Product ManagementAccount Management
About this role
Role Overview
- Drive public and private product conversations and secure placements across a broad client segment of professional buyers
- Engage with manager research and firm discretionary teams to build high quality, sustainable relationships
- Identify near-term opportunities related to sponsor’s lineup of investment options
- Seek out co-product build opportunities working with sponsor firm and Nuveen Product Management
- Coordinate with Head of Investment Specialists Team Head on needed affiliate level interactions/product focuses
Requirements
- University degree preferred
- 5+ years of experience required; 7+ years preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63
- Bachelor’s degree in business or finance preferred
- CFA, CAIA and/or MBA preferred
- Strong organizational capabilities
- Willingness to travel extensively at times (potentially more than 3 days per week);
- 5-7 years of account management experience preferred
- FINRA Series 7/66 required within 6 months of employment
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings