Advisor Consultant - Alternative Investments

Nuveen; California; Hybrid; USD 203,000 - 260,000; Full time

Job summary

Nuveen is seeking an experienced Alternatives Business Development professional to accelerate growth of its alternatives platform. The role focuses on expanding market access, cultivating strategic client relationships, and driving capital formation across wealth channels.

Responsibilities include educating sales partners, working with cross-functional teams to identify growth opportunities, and managing a regional pipeline.

Qualifications

• 5+ years of experience in asset management, investment distribution, alternatives business development, institutional sales, wealth management, or related financial services role.
• Demonstrated ability to develop client relationships, manage a sales pipeline, and drive measurable business growth across intermediary or wealth distribution channels.
• Strong understanding of alternative investment strategies and their role in client portfolios.
• Ability to communicate complex investment concepts clearly to financial advisors, intermediary platforms, RIAs, family offices, and sophisticated investors.

Responsibilities

• Drive capital formation for Nuveen's alternative investment strategies across wealth distribution channels.
• Represent Nuveen's alternatives platform with clarity and credibility to key intermediary relationships.
• Partner with distribution, investment, product, and marketing teams to identify growth opportunities.
• Provide education and market insights to sales partners, financial advisors, and intermediary relationships.
• Manage a regional business development pipeline and convert opportunities into asset growth.
• Develop and maintain senior-level relationships to expand Nuveen's alternatives presence.

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

Education

Bachelor's degree

Advanced degree or investment-related designation preferred

Tools

FINRA Series 7

FINRA Series 63

Job description

Nuveen is seeking an experienced Alternatives Business Development professional to help accelerate growth across its alternatives platform. The successful candidate will be responsible for expanding market access, developing and maintaining strategic client relationships, and driving capital formation for Nuveen’s alternative investment strategies across wealth distribution channels. This role requires strong commercial judgment, deep investment acumen, and the ability to clearly communicate the role of alternatives within diversified client portfolios. The alternatives market represents one of the most dynamic and attractive areas of asset management, as investors increasingly seek access to differentiated sources of return, income, inflation sensitivity, and portfolio diversification. This role provides a compelling opportunity to contribute to a strategic growth priority for Nuveen while partnering with investment, product, marketing, and distribution teams to deliver institutional-quality alternatives solutions to the wealth marketplace.

Key Responsibilities and Duties

• Drive capital formation for Nuveen's alternative investment strategies across wealth distribution channels, including wirehouses, private banks, independent and regional broker-dealers, RIAs, and family offices.
• Represent Nuveen's alternatives platform with clarity and credibility, articulating investment capabilities, portfolio applications, and client value propositions to key intermediary and advisor relationships.
• Partner with Nuveen distribution, investment, product, and marketing teams to identify growth opportunities, support advisor engagement, and deliver a coordinated client experience across channels.
• Provide education and market insights to sales partners, financial advisors, and intermediary relationships on Nuveen's alternative strategies, industry trends, and practical portfolio implementation considerations.
• Manage a regional business development pipeline, applying disciplined opportunity management, consultative selling skills, and effective follow-up to convert market opportunities into asset growth.
• Develop and maintain senior-level relationships with prospect and client firms to expand Nuveen's alternatives presence, strengthen commercial partnerships, and support long‑term business growth.

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

• 5+ years of experience in asset management, investment distribution, alternatives business development, institutional sales, wealth management, or a related financial services role.
• Demonstrated ability to develop client relationships, manage a sales pipeline, and drive measurable business growth across intermediary or wealth distribution channels.
• Strong understanding of alternative investment strategies and their role in client portfolios, including private markets, real assets, private credit, income-oriented solutions, or related investment capabilities.
• Ability to communicate complex investment concepts clearly and credibly to financial advisors, intermediary platforms, RIAs, family offices, and sophisticated investors.
• Strong consultative selling, presentation, relationship management, and collaboration skills.
• Ability to travel within the assigned region to support client meetings, advisor engagement, conferences, and business development activities.

Preferred Qualifications

• 7+ years of experience in asset management, investment distribution, alternatives business development, institutional sales, wealth management, or a related financial services role.
• Experience raising capital or supporting distribution for alternative investment strategies across wealth or intermediary channels.
• Established relationships with financial advisors, wirehouses, private banks, RIAs, family offices, or other key wealth management platforms.
• Familiarity with Nuveen's alternatives capabilities, including real assets, private capital, real estate, credit, infrastructure, farmland, timberland, or related strategies.
• Experience partnering with investment, product, marketing, and distribution teams to support go-to-market strategy and client engagement.
• Relevant securities licenses, professional designations, or industry credentials, as applicable to the role and market.
• Bachelor's degree; advanced degree or investment-related designation preferred.

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

Salary and Compensation

Anticipated Posting End Date: 2026-11-23 Base Pay Range: $203,000/yr - $260,000/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 is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors.

We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage.

Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy.

Visit www.nuveen.com to learn more about us.

Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.

We equip our associates with future-focused skills and AI tools that enable us to advance our mission.

Together, we are fighting to ensure a more secure financial future for all and for generations to come.

We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.

They influence every decision we make and how we work together to serve our clients every day.

We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results.

Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact.

Here, every associate can grow through meaningful learning experiences and development pathways - because when our people succeed, our impact on clients' lives grows stronger.

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 Employer.

TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Nondiscrimination & Equal Opportunity Employment

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