Sr. Director, Client Portfolio Manager - Municipals

Nuveen; Chicago (IL); In loco; USD 95.000 - 150.000; Tempo pieno

Descrizione del lavoro

Nuveen seeks a Client Portfolio Manager (Municipal) to support municipal fixed income products and client portfolios for a diverse base of high-net-worth and retail clients in Chicago. You will act as the product expert and SME for Nuveen's municipal solutions, collaborating with investment and distribution teams to address client inquiries and optimize portfolio implementations.

You will also work with the sales team on asset-raising efforts, delivering insights on performance attribution and

Competenze

• Minimum 3+ years of experience in capital markets with Series 7 and Series 63 licenses or ability to obtain within 180 days of start date.
• Preferred 5+ years of experience in capital markets with fixed income products or municipal strategies.
• Strong communication skills, including presenting to clients in person and virtually.
• University degree preferred.

Mansioni

• Respond to inbound account-level inquiries concerning portfolio holdings, performance, attribution, and macro/fixed income environment.
• Create, analyze, and review prospective client portfolios and communicate implementation details.
• Maintain relationships with Portfolio Managers, Research, and Trading teams regarding portfolio information.
• Support Marketing content accuracy related to municipal products.
• Participate in client and prospective client calls and presentations as a municipal fixed income subject matter expert.
• Collaborate with Sales to support asset-raising efforts and address inquiries.

Conoscenze

Capital Markets

Relationship Management

Fixed Income Investments

Consultative Communication

Research Synthesization

Product Marketing

Executive Presence

Market/Industry Dynamics

Nuveen Products/Services Acumen

Collaboration

Formazione

University Degree Preferred

Strumenti

FINRA Series 7

FINRA Series 63

Descrizione del lavoro

The Client Portfolio Manager (CPM), Municipal is responsible for supporting municipal investment products and client portfolio management across Nuveen's municipal fixed income platform, serving a diverse client base that primarily includes high-net-worth, retail investors. The CPM serves as both the product expert and subject matter expert as it concerns Nuveen’s full suite of municipal solutions and the broader asset class. This role serves as a key point of contact for client and prospective client inquiries related to the municipal asset class and the various municipal strategies Nuveen offers. The CPM will collaborate regularly with the investment and distribution teams.

Key Responsibilities and Duties

• Supports existing and prospective clients by responding to inbound account-level inquiries concerning portfolio holdings, performance, performance attribution, and the broader macro and fixed income environment.
• Creates, analyzes, and reviews prospective client portfolios and communicates the various aspects of portfolio implementation, drawing on deep expertise in municipal fixed income strategies.
• Maintains and supports relationships internally with Portfolio Managers, Research, and Trading teams, reviewing account-level information regarding portfolio details such as holdings, performance, and performance attribution.
• Supports partnerships with Marketing by reviewing and assisting with content creation, ensuring accuracy and relevance as it pertains to the municipal complex.
• Participates in client and prospective client calls and presentations, serving as a subject matter expert in the municipal fixed income space and product expert as it concerns educating clients on Nuveen's full suite of municipal products.
• Works alongside the sales team to support asset-raising efforts, addressing inbound account and product inquiries and commenting on performance and attribution as needed.

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 Required Qualifications

Qualifications

• Minimum of 3+ years of experience in capital markets Series 7 and Series 63 licenses, or ability to obtain within 180 days of start date
• Preferred Qualifications 5+ years of experience in capital markets Experience with fixed income products Experience with municipal securities or strategies Strong communication skills, including experience presenting to clients both in person and virtually

Related Skills

• Business Development
• Capital Markets
• Collaboration
• Consultative Communication
• Detail-Oriented
• Executive Presence
• Fixed Income Investments
• Influence
• Innovation
• Market/Industry Dynamics
• Nuveen Products/Services Acumen
• Product Marketing
• Product Mix/Distribution Model
• Product Value Proposition
• Relationship Management
• Research Synthesization
• Story Telling
• Technical Writing

Anticipated Posting End Date: 2026-10-31

Base Pay Range: $95,100/yr - $150,000/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 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.

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

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.

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For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. 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. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

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