Inside Sales

Nuveen, a TIAA company; Chicago (IL); On-site; USD 64,000 - 90,000; Full time

Job summary

Nuveen, a TIAA company, is seeking an ambitious DCIO Specialist to collaborate with the external sales team in driving asset growth within a defined territory. The role focuses on engaging retirement plan advisors, consolidating client opportunities, and maintaining Salesforce CRM data to ensure accurate pipelines.

The ideal candidate will have 5+ years of related experience, FINRA Series 7 & 63, and strong presentation skills, with a potential for occasional travel and growth into external

Qualifications

• 2+ years experience in internal sales, or supporting external wholesaler, or related domains which make you keenly familiar with target date funds & DC retirement investment products
• FINRA Series 7 and Series 63

Responsibilities

• Partner with NRI external sales team to drive asset growth within a defined sales territory
• Proactively engage with retirement plan advisors, consultants, and 401k recordkeeping wholesalers to grow opportunities to position & sell Nuveen retirement products
• Maintain high quality, accurate CRM (Salesforce) prospect/ client pipeline data
• Prepare for client meetings & promptly follow through on post meeting activities
• Develop, refine, and execute sales territory plans
• Stay sharp on industry trends and adapt territory sales execution accordingly
• Share best practices with the NRI team and collaborate to level-up performance

Skills

Internal sales

CRM (Salesforce)

Communication skills

Analytical mindset

Territory planning

Willingness to travel

Education

University degree preferred

Tools

Salesforce

Job description

DCIO Specialist

Nuveen, as the asset manager of TIAA, has been one of the fastest growing firms in the defined contribution market with top performing target date funds and industry leading in-plan annuity embedded retirement solutions. To advance our firm’s growth strategy, Nuveen Retirement Investing (NRI) is seeking highly self‑motivated, resilient & goal oriented NRI Internal Sales Associates to join our team.

Nuveen, as the asset manager of TIAA, has been one of the fastest growing firms in the defined contribution market with top performing target date funds and industry leading in-plan annuity embedded retirement solutions. To advance our firm’s growth strategy, Nuveen Retirement Investing (NRI) is seeking highly self‑motivated, resilient & goal oriented NRI Internal Sales Associates to join our team. The primary responsibility NRI Internal Sales Associate is to partner with NRI external sales team to identify, prospect, nurture grow and close opportunities to sell industry leading Nuveen retirement products to retirement plan advisors & intermediaries, including but not limited to: financial advisors, retirement consultants, and 401k recordkeeping wholesalers. This is a high impact role – Ideal candidates are ambitious, self-starting, analytical, and career driven professionals who want a longer-term path to external sales, or strategic client relationship management, or opportunities which may span across Nuveen’s global public‑to‑private investment teams.

• 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 best serve their clients’ goals – dually identifying, prospecting, nurturing to grow opportunities to position & sell Nuveen retirement products
• Apply discipline to gather & maintain high quality, accurate CRM (Salesforce) prospect/ client pipeline data
• Coordinate with NRI external sales team to prepare for client meetings & promptly follow through on post meeting activities, including but not limited to: managing calendars & meeting invites, managing meeting logistics, coordinating meeting materials, preparing RFI/RFPs, supporting due diligence activities
• Support NRI external sales team to develop, refine, and execute sales territory plans
• Stay sharp on industry trends, competitor positioning, market flows & relevant developments to identify new opportunities and adapt territory sales execution accordingly
• Consistently deploy sales toolkits, advisor reports & analytics, value add programs to maximize value to prospects / clients
• Collaborate with NRI Internal Sales Associates, Internal Sales Desk Manager, and broader NRI team to share best practices, coach & enable continuous “leveling-up” high performance across all NRI sales territories

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level 6IC

Additional Information For Posting

Required Qualifications

• 2+ years experience in internal sales, or supporting external wholesaler, or related domains which make you keenly familiar with target date funds & DC retirement investment products
• FINRA Series 7 and Series 63*

Who You Are | Qualifications

• 5+ years experience in internal sales, or supporting external wholesaler, or related domains which make you keenly familiar with target date funds & DC retirement investment products
• State & non-resident Life & Health insurance license*
• Strong understanding & able to confidently discuss markets, products & performance, portfolio construction
• Strong presentation skills – Excellent verbal & written communication
• Accountable, resilient, goal oriented with strong track record to independently execute, balanced with team-first mindset
• Potential for occasional travel

Related Skills

Business Development, Client Relationship Management, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Relationship Management, Retirement Planning Selling, Sales, Strategic Planning

Anticipated Posting End Date

2026-08-28

Base Pay Range

$64,000/yr - $89,600/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.

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