Internal Advisor Consultant - DCIO

TIAA; Boston (MA); On-site; USD 78,000 - 109,000; Full time

Job summary

Nuveen Retirement Investing (NRI) is seeking a DCIO Specialist in Boston to partner with our external sales team, driving asset growth within a defined territory. You will engage with retirement plan advisors and wholesalers to position Nuveen retirement products and grow opportunities.

You will apply CRM discipline in Salesforce, coordinate client meetings, and support territory planning while staying current on industry trends and competitive dynamics to maximize value for prospects and

Qualifications

• 5+ years experience in internal sales or supporting external wholesaler with DC retirement products.
• State & non-resident Life & Health insurance license.
• Strong understanding of markets, products and performance; portfolio construction.
• Excellent verbal and written communications; strong presentation skills.
• Accountable, resilient, goal oriented with team-first mindset.
• Occasional travel may be required.

Responsibilities

• Partner with external sales to drive asset growth within a defined territory.
• Engage retirement plan advisors and wholesalers to prospect and nurture opportunities.
• Maintain high-quality Salesforce CRM data for pipeline and client activity.
• Coordinate client meetings, logistics, RFI/RFPs and due diligence.
• Develop, refine and execute sales territory plans.
• Monitor industry trends and competitor activity to identify opportunities.
• Deploy sales toolkits, advisor reports and analytics to add value.
• Collaborate with internal teams to share best practices and raise performance.

Skills

Business Development

Client Relationship Management

Influence

Market Research

Nuveen Products/Services Acumen

Practice Management Strategy

Relationship Management

Retirement Planning Selling

Sales

Strategic Planning

Education

University Degree Preferred

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.

Key Responsibilities and Duties

• 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

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: 2026-11-30

Base Pay Range: $77,600/yr - $109,000/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