Description

This role is focused on new client development and retention within Life Insurance companies across the Mid-West. The ideal candidate will consultatively engage with multiple stakeholders at key insurance companies and holistically deliver the firm via a private banking style distribution process. This role represents the following asset classes throughout the sales cycle: public and private fixed income, public and private equity, real estate, and real assets. The role also carries ongoing relationship management responsibilities as new clients are won. This position requires approximately 50% travel and must ultimately be based in the Mid-West.

Key Responsibilities and Duties

• 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.
  

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

Required Qualifications

• 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.

Preferred Qualifications

• 10+ years of experience in insurance investment management, business development, or direct insurance company asset owner experience.
• BA/BS degree.
• Demonstrated success specifically with Mid-West Life Insurers.

MBA and/or CFA designation

Related Skills

Business Development, Client Relationship Management, Collaboration, Drives for Results, Executive Presence, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Sales

Anticipated Posting End Date:
2026-06-18

Base Pay Range: $144,000/yr - $202,000/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).

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Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

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 .

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.

Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices here .

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

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .

For Applicants of TIAA Global Capabilities, click here .

For Applicants of Nuveen residing in Europe and APAC, please click here .



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