Vice President – Insurance Business Development

Nuveen, a TIAA company; Charlotte (NC); On-site; USD 144,000 - 193,000; Full time

Job summary

Nuveen is seeking an experienced business development professional to acquire and retain insurance clients with balance sheets up to $2B. You will engage senior stakeholders and act as a consultative partner across Nuveen's investment platform, owning the relationship from first contact through onboarding and beyond.

This role requires about 50% travel and offers the opportunity to leverage fixed income, real estate, and real assets capabilities in a broad client-service context.

Qualifications

• 5+ years of experience in insurance investment management, business development, or as an insurance company asset owner.
• A track record of building relationships, developing a strong pipeline, and closing new business.
• Working knowledge of Nuveen's products, services, and capital markets capabilities — or the ability to build this knowledge quickly.
• Bachelor's degree.
• FINRA Series 7 and Series 63 (or ability to obtain within 90 days of hire).
• Travel: Approximately 50%.

Responsibilities

• Lead a consultative, top-down distribution approach tailored to U.S. insurers, drawing on expertise from across Nuveen's investment platform.
• Position Nuveen as a holistic partner rather than a single-product provider, tailoring the pitch to each stakeholder's priorities.
• Translate complex insurance investment structures, regulatory considerations, and capital treatment into clear, actionable guidance for clients.
• Bring deep fixed income expertise to every client conversation.
• Partner closely with portfolio managers and insurance distribution colleagues across the U.S. and globally to deliver a coordinated client experience.
• Guide new clients through onboarding to ensure a smooth start to the relationship.
• Anticipate client needs and engage proactively to consistently exceed service expectations.

Skills

5+ years experience

Relationship building

Pipeline development

Closing deals

FINRA Series 7 & 63

Knowledge of Nuveen products

Capital markets awareness

Education

Bachelor's degree

Tools

Series 7 registrations

Job description

Nuveen is seeking an experienced business development professional to drive new client acquisition and retention among insurance companies with balance sheets of $2 billion and below. In this role, you'll engage senior stakeholders at target insurance companies and act as a consultative partner, bringing the full breadth of Nuveen's investment capabilities to the table, including public and private fixed income, public and private equity, real estate, and real assets. You'll own the relationship from first conversation through onboarding and beyond, serving as the ongoing point of contact as clients grow with the firm. This role requires approximately 50% travel.

Key Responsibilities And Duties

• Lead a consultative, top-down distribution approach tailored to U.S. insurers, drawing on expertise from across Nuveen's investment platform
• Position Nuveen as a holistic partner rather than a single-product provider, tailoring the pitch to each stakeholder's priorities
• Translate complex insurance investment structures, regulatory considerations, and capital treatment into clear, actionable guidance for clients
• Bring deep fixed income expertise to every client conversation
• Partner closely with portfolio managers and insurance distribution colleagues across the U.S. and globally to deliver a coordinated client experience
• Guide new clients through onboarding to ensure a smooth start to the relationship
• Anticipate client needs and engage proactively to consistently exceed service expectations

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC

Required Requirements

• 5+ years of experience in insurance investment management, business development, or as an insurance company asset owner
• A track record of building relationships, developing a strong pipeline, and closing new business
• Working knowledge of Nuveen's products, services, and capital markets capabilities — or the ability to build this knowledge quickly
• Bachelor's degree
• FINRA Series 7 and Series 63 (or ability to obtain within 90 days of hire)
• Travel : Approximately 50%

Preferred Requirements

• 7+ years of experience in insurance investment management, business development, or as an insurance company asset owner
• Demonstrated success distributing fixed income to insurance companies
• MBA and/or CFA designation

Related Skills

Business 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:

2026-09-14

Base Pay Range: $144,000/yr - $193,000/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.

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

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Drug and Smoking Policy

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

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Preferred Requirements

• 7+ years of experience in insurance investment management, business development, or as an insurance company asset owner
• Demonstrated success distributing fixed income to insurance companies
• MBA and/or CFA designation