Internal Advisor Consultant - DCIO

Nuveen; Charlotte (NC); On-site; USD 78,000 - 109,000; Full time

Job summary

Nuveen Retirement Investing (NRI) is seeking a self-motivated NRI Internal Sales Associate to partner with the external sales team and grow retirement product opportunities with advisors and wholesalers in the Charlotte area.

You will maintain a high-quality Salesforce CRM pipeline, prepare for client meetings, support territory planning, and stay abreast of market trends. 5+ years in internal sales and FINRA Series 7 & 63 are preferred; travel may be required.

Qualifications

• 5+ years experience in internal sales, or supporting external wholesaler.
• State & non-resident Life & Health insurance license.
• Strong understanding of markets, products & performance.
• Excellent verbal & written communication.
• Accountable, resilient, goal oriented with team mindset.
• Potential for occasional travel.

Responsibilities

• Partner with NRI external sales team to drive asset growth within a defined sales territory.
• Proactively engage with retirement plan advisors, consultants, and wholesalers to grow opportunities.
• Apply discipline to gather & maintain high quality CRM (Salesforce) data.
• Prepare for client meetings & follow through on post meeting activities.
• Support sales territory planning and stay updated on market trends.

Skills

Internal sales

Client relationship management

Market research

Presentation skills

Education

FINRA Series 7

FINRA Series 63

Life & Health Insurance License

Tools

Salesforce CRM

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. 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.

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

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

2026-11-09

Base Pay Range

$77,600/yr - $109,000/yr

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.

EEO and Non-Discrimination Statement

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: [phone] Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law Pay Transparency Philadelphia Ban the Box

EEO is the Law Pay Transparency Philadelphia Ban the Box.

Company Heritage

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.