Alternative Investments Service Specialist

The Alternative Investments Service Specialist supports Nuveen's capital raise efforts in the US Wealth channel by building Client Service partnerships with financial advisors throughout the pre-sale and post-sale process. Service specialists will be assigned a geographical region of the US and will work closely with the sales and distribution teams in the assigned region.

Key Responsibilities and Duties

• Manage inbound and outbound communication directly with financial advisors during both the pre-sale and post-sale process related to Client Service activities
• Maintain a working knowledge of both the pre-sale and post-sale Client Service processes for financial advisors allocating to Nuveen Alternative Investments at various broker dealer and intermediary partner platforms.
• Coordinate with the Alternative Service Operations team on handling communications with financial advisors on Client Service topics such as purchases, redemptions, transfers, exchanges, tax, capital calls, account maintenance, and performance reporting.
• Document financial advisor Client Service interactions in the shared CRM of the Nuveen sales and distribution teams to promote transparency and collaboration across the organization.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: NRF

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Required Experience

• 2 years of experience in the Asset Management Industry
• 2 years of Client Service experience

Preferred Experience

• 3+ years of experience in the Asset Management Industry
• 3+ years of Client Servicing experience
• Bachelor's degree
• Knowledge of Alternative Investment products
• Ability to build rapport with clients and internal business partners
• Excellent planning, organization, and time management skills; ability to analyze and prioritize projects and tasks.
• Detail oriented
• Desire to assist others in a fast-paced, sales-oriented environment
• Self-starter that can manage multiple tasks at the same time
• Proficient in Microsoft Office Suite
• Excellent communication and written skills.

#LI-AB1

Related Skills

Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management, Resourcefulness, Strategic Thinking

Anticipated Posting End Date:
2025-04-25

Base Pay Range: $64,300/yr. - $103,000/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, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

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.

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: (800) 842-2755

Email: accessibility.support@tiaa.org

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