Global Institutional, Sales Support Associate

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🕒 June 16

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TIAA

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1918

💸 Finance

Finance • Wealth Management • Retirement Planning

TIAA is a leading financial services company specializing in retirement planning and wealth management. The company offers a wide range of retirement products, including annuities and IRAs, designed to provide guaranteed lifetime income and secure financial futures for individuals. With over a century of experience, TIAA is one of the largest investment managers, responsible for $1. 2 trillion in assets under management. TIAA also engages in responsible investing and provides personalized financial advice to help customers optimize their investment portfolios. Their services are tailored for both individual and institutional clients, aiming to ensure a secure and confident retirement journey.

📋 Description

• Understand current and new client relationships, their asset allocation preferences and assist the sales team with upcoming trends and investment behaviours through market research via industry databases (e.g. Mandatewire, pensionfundsonline and Preqin) • Support sales and consultant 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 • Support client and consultant 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 and improve client / internal information in CRM tool (Salesforce) and across various databases and systems • Proactively identify new business opportunities and stay abreast of incumbent manager searches • 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 and strategy materials to communicate our DACH distribution plan internally • Create and maintain prospect and consultant information instrumental to the success of the team • Standard reporting and data management across the business channels and management • Work closely with the marketing team on client events and social media, and new product initiatives • Pro-actively suggest improvements to processes and systems.

🎯 Requirements

• Excellent communicator (written and verbal) with strong interpersonal skills • Strong skills 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 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.

🏖️ Benefits

• Health insurance • Flexible work arrangements • Professional development opportunities