Distribution Associate

Key Responsibilities

• Independently initiate and manage outbound client and prospect communications across multiple channels—including phone, email, and web conference—to market and promote Nuveen investment solutions.
• Exercise judgment in assessing client needs, tailoring educational and consultative responses to financial advisors, and determining appropriate follow-up strategies based on relationship stage and business objectives.
• Apply a disciplined understanding of the sales process to profile advisors, identify prospecting opportunities, and develop new business relationships through independent research and strategic outreach.
• Manage digital leads and support pipeline oversight within Salesforce, making informed decisions about prioritization and engagement cadence with limited direct supervision.
• Support SMA servicing activities by coordinating account documentation, preparing and distributing proposals and product literature, and managing CUSIP entries and data integrity within integrated Salesforce workflows.
• Collaborate closely with external wholesalers and regional directors to align on territory strategies, coordinate joint outreach efforts, and ensure consistent messaging and coverage.
• Participate in team meetings, contribute to territory planning discussions, and help track progress against sales targets and activity metrics.
• Conduct ongoing research and analysis to support advisor segmentation, identify cross-sell and upsell opportunities, and surface actionable insights.
• Serve as a knowledgeable resource on Nuveen's investment capabilities, including mutual funds, ETFs, separately managed accounts, and alternative strategies.
• Communicate product features, positioning, and competitive differentiators to financial advisors.
• Manage and respond to inbound inquiries from financial advisors in a timely and professional manner.
• Maintain accurate and up-to-date records of all client interactions, pipeline activity, and account data within Salesforce.
• Coordinate the fulfillment of marketing materials, product collateral, and customized presentations.
• Support the onboarding of new advisor relationships by facilitating account setup processes and ensuring all required documentation is completed accurately and efficiently.

Requirements & Tech Stack

• Salesforce
• CUSIP
• SMA servicing
• Series 7 and 63 (required within 90 days of hire)

Qualifications

• Bachelor's Degree Required
• No Experience Required; 2+ Years Preferred
• Business Development
• Capital Markets
• Client Relationship Management
• Client Segmentation
• Collaboration
• Consultative Communication
• Digital Savviness
• Drives for Results
• Nuveen Products/Services Acumen
• Sales
• Territory Management