TIAA
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.
Senior Account Manager, Investment Specialist
🕒 2 days ago
🏢🏡 New York City – Hybrid
💵 $135k - $228.7k / year
⏰ Full Time
🟠 Senior
💰 Account Manager
🦅 H1B Visa Sponsor
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TIAA
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
• Drive public and private product conversations and secure placements across professional buyers • Possess excellent knowledge of prioritized Nuveen products and capabilities • Encourage team continuity and engagement while advocating broader firm priorities • Identify near-term opportunities related to sponsor’s lineup of investment options • Seek out co-product build opportunities with sponsor firm and Nuveen Product Management
🎯 Requirements
• Bachelor’s degree; business or finance major preferred • 5+ years required; 7+ years preferred • FINRA Series 7/66 required within 6 months of employment • 10 years of industry experience preferred • CFA, CAIA and/or MBA preferred • Strong work ethic and ability to work under pressure • Willingness to travel extensively at times (potentially more than 3 days per week) • 5-7 years of account management experience preferred
🏖️ Benefits
• Comprehensive Total Rewards package • Superior retirement program • Highly competitive health, wellness and work life offerings • Professional development opportunities
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