TIAA Consulting Services Associate in CHICAGO, Illinois
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.
The Consulting Services Associate will enhance the advisor relationship by working in tandem with the internal and external sales team.
KEY RESPONSIBILITIES AND DUTIES:
Collaborate with L&D team to keep all employees upto date with compliance regulations and relevant product trainings
Maintain education requirements andcompletion of trainings for US and global sales teams
Process check requests for meeting reimbursement andcharitable contributions
Review expense reports for accuracy and submit with allreceipts to accounting
Assist outside sales team in scheduling meetings andaccurate updates to calendar
Order literature for upcoming meetings or as afollow-up to Financial Advisor meetings
General administrative tasks:Organization of conference calls, coordination of new hire training andproduction education sessions, data entry, calendar management, production ofmonthly reports, expense reporting, updating meeting notes, updatingspreadsheets and performance reports
- Bachelor's degree
Preferably at least 1year of sales, marketing or administrative experience
Financial servicesexperience is preferred
Familiar with investmentstrategies and concepts.
Ability of attention todetail with regulatory requirements
Ability to meetdeadlines and strong organizational skills
Understanding of expensereporting
Ability to work bothindependently and collaboratively
Ability to interact andcollaborate with outside sales representative, inside sales representative andproduct teams
Self-motivated, with awell-developed ability to define assignments into organized project plans
Able to coordinatediverse groups and individual sales team agenda; strong skills as relationshipmanager
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: 1721784
Field: Investment Management
Post Date: Sep 09, 2019
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