New job Senior Associate, Private Placements in New York

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

Sr Associate, Private Placements
Consults on tax and investment strategies, securities, insurance, pension plans, and real estate as well as the development of financial plans for individuals and businesses.

Key Responsibilities and Duties

• Establishes individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. based on financial needs and objectives.
• Assists customers in the development of investment strategies and selecting the best products to support such strategies.
• Supports cross-sells of banking services and counsels customers on financial matters and investment instruments.
• Expands existing relationships and develops new customer relationships through prospecting, networking, and referrals.

Qualifications

• 3 Years Required; 5 Years Preferred

• University (Degree), Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Preferred Education

• University (Degree)

Career Level
7IC

Required Qualifications Section:

• 3 years of experience in Private Placements within financial services

Preferred Qualifications Section:

• 6 years of investment and/or credit experience; relevant Private Placement industry experience strongly preferred
• Bachelor's Degree
• CFA and/or MBA preferred
• Strong problem solving skills with a solid knowledge of accounting and finance
• Strong results orientation and ability to work in a performance-based environment

#Nuveen

Potential Salary: $136,500.00 USD

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).

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 .

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