TIAA Consulting Services Associate in CHICAGO, Illinois
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at
The Consulting Services Associate will enhance the advisor relationship by working in tandem with the internal and external sales teams.
KEY RESPONSIBILITIES AND DUTIES:
Process check requests for meeting reimbursement and charitable contributions
Review expense reports for accuracy and submit with all receipts to accounting Calendar Management
Assist outside sales team in scheduling meetings and accurate updates to calendar
Confirm existing meetings and the compliance requirements
Assist with local Corporate Sponsored Events; follow-up with invitations and monitor distribution of tickets
Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings
Compile and distribute weekly marketing packet for the outside sales team General administrative needs for the outside
sales team including: Coordinate and facilitate conference calls, compliance reviews, update weekly marketing packets,
update meeting notes in systems and calendar, update spreadsheets and performance reports
Financial services experience is preferred
Familiar with investment strategies and concepts.
Ability of attention to detail with regulatory requirements
Ability to meet deadlines and strong organizational skills
Understanding of expense reporting
Ability to work both independently and collaboratively
Ability to interact and collaborate with outside sales representative, inside sales representative and product teams
Self-motivated, with a well-developed ability to define assignments into organized project plans
Able to coordinate diverse groups and individual sales team agenda; strong skills as relationship manager
Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.
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We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.
- Requisition ID: 1730615
Post Date: Nov 24, 2020