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Sales Associate supporting Nuveen’s Global Client Group in Sydney, building deep relationships with Australia’s top institutional investors.
Key duties include managing the RFP process, coordinating client events, and collaborating with global teams.
Overview of the Role
Given the growth of the Australian business, an opportunity has arisen for a Sales Associate to support the Australian distribution team within Nuveen’s Global Client Group. The sales support function is an integral part of the client journey. As the team expands, this is an excellent opportunity to work in a collegiate environment to help drive sales and deliver a purposeful client experience. The distribution team works closely with institutional investors, their investment advisors, as well as private banks and large wealth firms and associated platforms.
The role would offer an opportunity to work with the largest institutional investors, across the broadest possible set of investment products. The successful candidate will also be able to build on their experience through training in product knowledge, process & systems, and relationship management skills.
Key responsibilities
- Develop and maintain deep relationships across Nuveen Australia’s key 20 relationships across superannuation funds, insurance companies, private banks and asset consultants;
- Across those key 20 relationships, understand their asset allocation preferences, the current role Nuveen plays in their portfolio and assist in further developing detailed plans around how Nuveen can assist those firms with their desired investment outcomes
- Proactively identify new business opportunities and stay abreast of incumbent manager searches;
- Support sales leads with meeting preparation for external clients (collating background information on previous meetings and prospect/client information);
- Oversee the coordination of key meetings / events with clients and prospects, attending relevant meetings/conferences;
- Respond to client requests and manage client communications efforts, where necessary;
- Coordinate the Request for Proposal process, working with investment affiliates to cover breadth of investment products and solutions;
- Maintain client / internal information in CRM tool (Salesforce) and across various databases and systems;
- Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients;
- Assist with the preparation of business planning material to communicate our Australian distribution strategy internally;
- Standard reporting and ad hoc support responsibilities across the business channels and management; and
- Work closely with the marketing team on new product launch initiatives, client events and communications.
Qualifications, Skills and Competencies
- Degree qualified with a strong academic track record
- 3 to 5 years finance experience
- Excellent communicator (written and verbal) with strong interpersonal skills
- Proficiency in MS Office product suite (Excel, Word, and PowerPoint) required
- Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision
- Ability to work independently and in a team-based environment
- Take initiative and develop creative solutions for solving problems
- Interact and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clients
- Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail
- Utilize qualitative and quantitative tools to analyse, synthesize and interpret information, and communicate it clearly and succinctly
- Coordinate various data and information into effective messaging that resonates with internal and external clients
- Possess a partnership mind-set and engage with teams across the firm
- Self-motivated, team player with strong work ethic
- Ability to build relationships across global teams
- Asset management background preferred
- This role requires no regulatory designation.
Equal Opportunity Statement
Nuveen is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
Nuveen 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. Should you require any accommodation during the selection process please contact talentacquisition@nuveenglobal.com should you require any assistance.
Related Skills
Colaboración, Desarrollo de negocios, Drives for Results, Gestión de relaciones con los clientes, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Presencia ejecutiva, Ventas
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.
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.
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