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Distribution Analyst
3 months ago
Job Description
The Distribution Analyst is an entry level role within our sales organization, where you will have an opportunity to gain communication and organizational skills through proactive phone work and expense management. The role builds foundational blocks of how the asset management business operates and provides opportunities for growth and development.
Key Responsibilities and Duties
- Proactive scheduling calls to existing clients and prospects, where good communication skills are a must appointment goal per week. Goal is to keep our sales team's calendars full of appointment.
- Schedule appointments based on travel routes and focus lists, while keeping all shared notes and calendar invites. Requires strong organizational skills.
- Creative and strategic emails.
- Ability to work collaboratively in a team setting.
- Review and submit expense reports to Finance, where accuracy and timeliness are key.
- Process check requests for meeting reimbursement and charitable contributions.
- Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings.
- Update meeting notes capture and update in the CRM (Salesforce).
- Coordinate and facilitate conference calls, compliance reviews, update weekly marketing packets.
- Aggregate team success stories, campaign feedback, seminars and COI event for reporting to leadership.
- Putting CUSIPs/par amounts or MF tickers into Excel for muni/matrix reviews.
Educational Requirements
- Bachelor's Degree Preferred
Work Experience
- No Experience Required; 2+ Years Preferred
FINRA Registrations
- SRC Indicator: NRF
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
3IC
Preferred Experience:
- Bachelor's degree
- Financial Services experience is preferred
- SIE, Series 7 and Series 66 optional and encouraged to be obtained within the first 6 months of joining
- Excellent communication skills, both written and verbal
Anticipated Posting End Date:
Base Pay Range: $20.55/hr. - $50.48/hr.Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
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