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Senior Account Manager, Investment Specialist

TIAA · New York City, New York, US

The Senior Account Manager, Investment Specialist drives traditional & alternative product conversations, placements, discretionary allocations, and servicin...

Job description

The Senior Account Manager, Investment Specialist drives traditional & alternative product conversations, placements, discretionary allocations, and servicing discussions across a broad client segment of professional buyers. As a subject matter expert in strategic relations, this job seeks out co-product build opportunities working with sponsor firm and the organization's global product management team. Key Responsibilities and Duties: Expected to drive public and private product conversations and secure placements across a broad client segment of professional buyers Possess excellent knowledge of prioritized Nuveen products and capabilities inclusive of alternatives Encourages team continuity and engagement while advocating broader firm priorities Primary points of engagement with manager research and firm discretionary teams with a focus on building high quality, sustainable relationships Identification of near-term opportunities related to sponsor’s lineup of investment options Responsible for seeking out co-product build opportunities working with sponsor firm and Nuveen Product Management Coordinates with Head of Investment Specialists Team Head on needed affiliate level inter...