About this role
Role Overview
- Executes a private banking style distribution model specific to U.S. Life Insurers, leveraging intellectual capital across multiple areas of Nuveen.
- Transcends product and delivers the firm holistically when engaging with insurance company stakeholders.
- Understands and communicates complex insurance investment structures and regulations.
- Collaborates effectively with portfolio managers and insurance distribution colleagues, both domestically and globally.
- Oversees the onboarding process for new clients.
- Exceeds client service expectations through proactive and ongoing engagement.
Requirements
- Minimum of 5 years of experience in insurance investment management, business development, or direct insurance company asset owner experience.
- Demonstrated success in developing relationships, building a pipeline of opportunities, and winning new clients.
- Comprehensive understanding of the features, design, and benefits of Nuveen products, services, and capital markets, or the ability to develop this knowledge.
- FINRA Series 7 and Series 63 required, or must be obtained within 90 days of hire.
- Must be based in, or willing to relocate to, the Mid-West.
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings