ETF SMA Specialist
TIAA, Chicago, IL, United States
The Exchange Traded Fund (ETF) and separately Managed Account (SMA) Specialist job proactively builds business partnerships both internally at the firm and externally with existing partners and prospects. Working independently with limited supervision, this role is responsible for building ETF and SMA business with allocators/professional buyers in a defined geographic area, leveraging the intersections of asset allocation, models, direct indexing, tax considerations, and customization.
Key Responsibilities and Duties
Partners with distribution, product, portfolio management, and operations to grow Nuveen’s market share in ETFs and SMAs through key advisors, strategists, and centers of influence. Conducts meetings in person and virtually and attends industry conferences. Travel expectations are 25-50% of time. Raise and retain assets in ETFs and SMAs/Direct Indexing Guides the transformation of Nuveen’s leading SMA platform through new technology, marketing tools, and trading capabilities, including direct indexing. Keeps focus on deep pools of assets, such as TAMPs, RIAs, and strategists. Experience and relationships with these market segments is key, while all client channels are covered. Maintains knowledge of competitor products and industry related topics, as well as proficiencies in delivering value-added presentations to advisor and other audiences. Acts as subject matter expert to educate, train and interact with other distribution areas and partners within the firm and within the industry to enhance awareness of Nuveen ETF and SMA offerings. Helps coach and delegate work to junior level team members. Educational Requirements
University (Degree) Preferred Work Experience
5+ Years Required; 7+ Years Preferred FINRA Registrations
SRC Indicator: Series 7; Series 63 Travel Requirements
80% Roughly 80% travel for client meetings will be required Physical Requirements
Physical Requirements: Sedentary Work Career Level
9IC Required
3+ years of direct indexing experience required Preferred
5+ years of direct indexing experience strongly preferred Related Skills
Business Development Capital Markets Client Relationship Management Client Segmentation Collaboration Consultative Communication Digital Savviness Drives for Results Nuveen Products/Services Acumen Sales Territory Management Benefits
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. 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.
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Partners with distribution, product, portfolio management, and operations to grow Nuveen’s market share in ETFs and SMAs through key advisors, strategists, and centers of influence. Conducts meetings in person and virtually and attends industry conferences. Travel expectations are 25-50% of time. Raise and retain assets in ETFs and SMAs/Direct Indexing Guides the transformation of Nuveen’s leading SMA platform through new technology, marketing tools, and trading capabilities, including direct indexing. Keeps focus on deep pools of assets, such as TAMPs, RIAs, and strategists. Experience and relationships with these market segments is key, while all client channels are covered. Maintains knowledge of competitor products and industry related topics, as well as proficiencies in delivering value-added presentations to advisor and other audiences. Acts as subject matter expert to educate, train and interact with other distribution areas and partners within the firm and within the industry to enhance awareness of Nuveen ETF and SMA offerings. Helps coach and delegate work to junior level team members. Educational Requirements
University (Degree) Preferred Work Experience
5+ Years Required; 7+ Years Preferred FINRA Registrations
SRC Indicator: Series 7; Series 63 Travel Requirements
80% Roughly 80% travel for client meetings will be required Physical Requirements
Physical Requirements: Sedentary Work Career Level
9IC Required
3+ years of direct indexing experience required Preferred
5+ years of direct indexing experience strongly preferred Related Skills
Business Development Capital Markets Client Relationship Management Client Segmentation Collaboration Consultative Communication Digital Savviness Drives for Results Nuveen Products/Services Acumen Sales Territory Management Benefits
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. 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.
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