Hybrid Internal Sales Associate – Retirement Investing

Tiaa; Boston (MA); Hybrid; USD 78,000 - 109,000; Full time

Job summary

Nuveen Retirement Investing (NRI) Internal Sales Associate role is to partner with the external sales team to identify, prospect, nurture, and close opportunities for Nuveen retirement products with retirement plan advisors and intermediaries across multiple U.S. locations.

The position emphasizes high-impact, self-motivated professionals with strong CRM discipline and the potential for long-term growth into external sales or client relationships across Nuveen’s investment teams.

Qualifications

• 2+ years required; 3+ years preferred in internal sales, or supporting external wholesalers, or related domains with familiarity of target date funds & DC retirement investment products
• FINRA Series 7 and Series 63 are required

Responsibilities

• Partner with NRI external sales team to drive NRI asset growth within a defined sales territory
• Proactively engage with retirement plan advisors, consultants, and 401k recordkeeping wholesalers to grow opportunities and position Nuveen retirement products
• Maintain high-quality CRM (Salesforce) data for prospect and client pipeline
• Coordinate with external sales team to prepare for client meetings and follow up on actions
• Support development and execution of sales territory plans
• Stay informed on industry trends to identify opportunities and adapt territory strategy
• Deploy sales toolkits, advisor reports, analytics, and value-add programs for clients
• Collaborate with internal sales colleagues to share best practices and elevate performance across territories

Education

University (Degree) Preferred

Tools

Salesforce

Job description

Nuveen Retirement Investing (NRI) Internal Sales Associate role is to partner with the external sales team to identify, prospect, nurture, and close opportunities for Nuveen retirement products with retirement plan advisors and intermediaries across multiple U.S. locations.

The position emphasizes high-impact, self-motivated professionals with strong CRM discipline and the potential for long-term growth into external sales or client relationships across Nuveen’s investment teams.