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Advisor Consultant

2 months ago

Boston, Massachusetts, United States TIAA Full time

The Alternatives Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this job manages large projects and processes to maintain relationships with both current and prospective clients and to ensure the organization's offerings are well-positioned within the market and communicated consistently to relevant firms. This job also partners with the organization's Sales team to further efforts to sell and market the Alternatives Investments offerings by the organization.

Key Responsibilities and Duties

  • Raises capital for TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office.
  • Presents the enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and reach operational objectives.
  • Partners with multiple channel sales teams within the enterprise to implement best sales practices and to ensure excellent service for clients.
  • Educates the organization's Generalist Sales Team on the available Alternative strategies to help market and sell Alternatives offerings.
  • Manages the Alternative Sales pipeline for an assigned region.
  • Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative Strategies client portfolio.

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 5 years' experience in the investment management industry specifically within business development in the Alternative Investments space
  • FINRA Series 7 and Series 63

Preferred Qualifications

  • 7+ years' experience in the investment management industry specifically within business development in the Alternative Investments space
  • Bachelor's degree, or equivalent; Masters, CFA or CAIA a plus
  • Experience marketing into private wealth channels (wire house, private banks, broker-dealers, RIAs) is preferred
  • Prior experience in real estate, private equity, hedge funds, fund of funds or private credit
  • Strong organizational, relationship management, communications and presentation skills
  • Detail-oriented and highly motivated
  • Ability to work independently and as part of a team with minimal supervision

Related Skills

Alternative Investments, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Data-Based Decision Making, Nuveen Products/Services Acumen, Practice Management Strategy, Sales Process Management

Anticipated Posting End Date:

Base Pay Range: $159,400/yr. - $265,000/yr.

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).


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:

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ) .

For Applicants of Nuveen residing in Europe and APAC, please click here ) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

  • For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ) .
  • For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ) .
  • For Applicants of Nuveen residing in Europe and APAC, please click here ) .
  • For Applicants of Greenwood residing in Brazil (English), click here ) .
  • For Applicants of Greenwood residing in Brazil (Portuguese), click here ) .
  • For Applicants of Westchester residing in Brazil (English), click here ) .
  • For Applicants of Westchester residing in Brazil (Portuguese), click here ) .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law )

Pay Transparency

Philadelphia Ban the Box )