Senior Investment Consultant

1 week ago


Los Angeles, California, United States TIAA Full time
Job Summary

We are seeking a highly skilled Senior Investment Consultant to join our team at Nuveen, the investment manager of TIAA. In this role, you will be responsible for directing the sales and distribution efforts for our Alternatives Investments products across wealth channels in a specific geographic region.

About the Role

As a Senior Investment Consultant, you will manage large projects and processes to maintain relationships with current and prospective clients, ensuring our organization's offerings are well-positioned within the market and communicated consistently to relevant firms. You will also partner with our Sales team to further efforts to sell and market our Alternatives Investments offerings.

Key Responsibilities
  • Raise capital for TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA, and Family Office.
  • Present our enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and reach operational objectives.
  • Partner with multiple channel sales teams within the enterprise to implement best sales practices and ensure excellent service for clients.
  • Educate our Generalist Sales Team on the available Alternative strategies to help market and sell Alternatives offerings.
  • Manage the Alternative Sales pipeline for an assigned region.
  • Develop relationships with prospect firms within the private wealth channels to expand our Alternative Strategies client portfolio.
Requirements
  • Minimum 5 years' experience in the investment management industry, specifically within business development in the Alternative Investments space.
  • FINRA Series 7 and Series 63 registrations.
Preferred Qualifications
  • 7+ years' experience in the investment management industry, specifically within business development in the Alternative Investments space.
  • Bachelor's degree or equivalent; Master's, CFA, or CAIA a plus.
  • Experience marketing into private wealth channels (wire house, private banks, broker-dealers, RIAs) 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.
Compensation

The estimated salary range for this position is $159,400 - $265,000 per year, based on relevant experience and location. The competitive compensation package may include participation in an incentive program linked to performance.



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