Institutional Business Development Analyst

TIAA; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services company is seeking an Institutional Business Development Associate to support senior sales professionals and relationship managers. The role includes client relationship management, sales support, and industry research. Candidates should have a university degree and 3+ years of relevant experience, alongside required FINRA registrations.

Qualifications

• 3+ years of work experience required, 5+ years preferred.
• Knowledge of financial products and client service practices.
• FINRA Registrations: Series 7 and Series 63.

Responsibilities

• Supports sales and relationship managers in daily tasks.
• Coordinates outreach campaigns and assists in cross-selling efforts.
• Monitors industry trends and contributes ideas for client service.

Skills

Client Relationship Management

Sales Support

Competitive Analysis

Education

University Degree Preferred

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