Institutional Business Development Analyst

TIAA; Chicago (IL); On-site; USD 88,000 - 138,000; Full time

Job summary

A leading company in financial services, TIAA is seeking an Institutional Business Development Associate to support senior sales professionals. This role involves enhancing client relationships, coordinating outreach campaigns, and conducting competitive analysis. The ideal candidate will have a strong background in financial services with excellent interpersonal skills. This is a fantastic opportunity to drive client success and contribute to strategic business initiatives.

Qualifications

• 3+ years in financial services industry required.
• 5+ years preferred, in financial services industry.
• Strong executive presence and collaboration skills.

Responsibilities

• Provides daily sales and relationship management support.
• Coordinates targeted outreach campaigns for sales initiatives.
• Monitors industry trends and contributes to client service ideas.

Skills

Business Development

Client Relationship Management

Market Research

Competitive Analysis

Education

University Degree

Tools

Sales Force

eVestment Alliance

MMD

Preqin

Job description

Institutional Bus Development
The Institutional Business Development Associate works closely with senior sales professionals and relationship managers, providing day to day support in their sales and relationship management goals. Associates are product generalists as they may support sales teams specializing in assets classes or teams that are product generalists. Working independently under limited supervision, this job assists in identifying target clients, executing product sales and managing client relationships and development.
Key Responsibilities and Duties

• Works with senior sales and relationship managers by providing sales and relationship management support on a daily basis, and provides services to clients to strengthen relationships to drive continuous service improvements, focusing on asset retention.
• Coordinates targeted outreach campaigns and assists with additional sales and cross-selling initiatives in the institutional space.
• Utilizes applications of customer relationship management and business development research for meeting preparation, activity and pipeline capture, to run competitive analysis of products.
• Utilizes applications such as Sales Force, eVestment Alliance, MMD and Preqin for meeting preparation, activity & pipeline capture, to run competitive analysis of products.
• Maintains knowledge of the team’s assigned territory business plans, client service plans and marketing campaigns, as well as specialized product knowledge in a single product or product line, in support of sales teams specializing in assets classes or teams that are product generalists.
• Monitors industry trends and opportunities by reviewing industry publications, and contributes to overall Institutional team with sales and client service ideas, best practices and learned industry knowledge.
• Partners with colleagues across channels and affiliate investment firms to promote one Nuveen value system and serve shared clients effectively.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Qualifications:

Required:

3+ years in financial services industry

Preferred:

5+ years in financial services industry

Related SkillsBusiness Development, Client Relationship Management, Collaboration, Drives for Results, Executive Presence, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Sales

Anticipated Posting End Date:

2025-07-01Base Pay Range: $88,900/yr - $138,000/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).

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Company Overview

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.For more information about the firm please visit our website atwww.Nuveen.com

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.

Read more about your rights and view government notices here.

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