Rotational Program - Nuveen Asset Managemnt
The Rotational Program - Nuveen Asset Managemnt Analyst participates in a comprehensive rotational program that combines senior leadership interaction and cross-business experience with real life situations and projects. This job works with financial services technology platforms and tools and learns techniques, disciplines and processes to become more familiar with financial services. Each rotation is designed to improve business knowledge and build an overall understanding of the company. This job is assigned a mentor who provides ongoing coaching and feedback.
Key Responsibilities and Duties
Gains knowledge across various business functions to help discover which role fits best.
Develops skills and gains experience to ensure a successful career at TIAA.
Executes project activities by understanding objectives, meeting time lines and communicating results.
Assists in preparing information and research materials, including Powerpoint presentations.
Takes notes during meetings and provides to team members.
Researches and gathers documentation as directed by colleagues.
Shadows multiple office jobs and trains in a variety of function-related tasks.
Takes notes during meetings and provides to team members.
Utilizes academic knowledge, skills and experience to apply tactics and strategies to solve real business challenges.
Educational Requirements
Bachelor's Degree Required
Work Experience
No Experience Required
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
5IC
Overview : The Sales and Distribution Rotational Associate will develop expertise in client relationship management, investment product sales, and distribution strategies across multiple client segments. This program prepares future sales and relationship management professionals to effectively serve Nuveen's diverse client base.
Key Rotation Areas :
Global Wealth
Global Institutional
Nuveen Retirement Investing
Global Sales & Advisor Development
Consultant Relations
Responsibilities :
Support relationship management teams in servicing institutional and wealth management clients
Assist with preparation of client presentations, investment proposals, and marketing materials
Analyze market trends, competitor offerings, and client needs to identify sales opportunities
Contribute to consultant relationship management and RFP responses
Support advisor education and development initiatives
Additional Requirements :
Must have graduated with a Bachelor's degree or higher prior to the program's start date
Preferred Qualifications:
Participation in TIAA's Summer Associate Internship Program
Bachelor's degree in Business, Finance, Marketing, or related field
Strong interpersonal and communication skills
Client-centric mindset and relationship-building capabilities
Analytical skills and attention to detail
Interest in investment sales, distribution, and client relationship management
Development Opportunities :
Completion of Series 7 and 66 licensing during first rotation
Direct exposure to client-facing roles across wealth and institutional segments
Development of product knowledge and consultative sales skills
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management
Anticipated Posting End Date:
2025-09-23
Base Pay Range: $80,000/yr - $85,000/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
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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 (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
Nondiscrimination & Equal Opportunity Employment
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\EEOC\KnowYourRights-1688394514088.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)
