Senior Research Associate, Management

Chicago, USA
Oct 04, 2019
Oct 26, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
All companies + Hiring difference makers. ☰ AVP, Sr. Research Associate - Practice Management - Remote option New  Nuveen     2 days ago Post Date Apply for Job Share this Job

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.


As a Senior Research Associate, you will play a crucial role in reestablishing Nuveen as a go to provider for advisory service information and thought leadership for home offices and financial advisors. Our goal is to deepen client relations and extend our reach by delivering high quality practice management solutions. Within the broader Global Learning & Development team, the platform aims to align its content to the core competencies of the firm, strategic priorities of the US Wealth Services team as well as educate the distribution team members on information that creates value for clients.

  • Research, develop, and revise practice management content independently and in conjunction with other members of the team and/or Nuveen/TIAA subject matter experts
  • Lead the production and design of content in print, electronic or web formats both independently and with other resources
  • Work closely with key business partners across the organization to create and facilitate educational modules on relevant content
  • Deliver a select range of practice management content, consultation and support on various topics through technological means (phone, webinars, video, etc.) to both internal and external audiences
  • Respond appropriately and timely to all inquiries and support requests arising from client interactions.
  • Serve as a conduit for important updates, regulatory news and topical insights that effect the practice management space or corollary topics
  • Share ideas, success stories and implementation strategies between the broader Global Learning & Development Team, Sales Leadership and Global Strategic Relations
  • Possess a broad understanding and ability to clearly communicate on a wide range of practice management topics and solutions; able to demonstrate Nuveens capabilities and show how the team is able to provide value. QUALIFICATIONS:
    Required Skills:
    • Bachelors degree
    • Minimum 4 years of experience in financial services and/or planning industry

    Desired Skills:
    • NASD licensed
    • CIMA, CPWA, CAIA, CFP and/or CFA preferred
    • Ability to collaborate with all levels of the organization across multiple business areas
    • Ability it perform at a high level both independently and as a part of a team
    • Ability to quickly digest information and turn into relevant and compelling practice management content
    • Creates immediate credibility and impact with a variety of audiences
    • Persuades and influences others; gains acceptance of ideas from others; ability to present and communicate concepts
    • Seeks learning opportunities and builds knowledge/expertise in targeted areas; a passionate learner who applies what they learned quickly
    • Self-motivated with a strong work ethic
    • Ability to plan, organize and manage time; ability to analyze and prioritize large amounts of information
    • Maintains integrity in all interactions; follows up and keeps promises; maintains ethical standards of Nuveen
    • Solid interpersonal skills with ability to build internal/external partnerships; strong collaborator
    • Possesses creativity and ability to generate innovative solutions.
    • Adapts to change and demonstrates flexibility
    • Possesses a broad understanding of financial planning and investment management topics with areas of specialty


    Positions requires up to 20% of domestic travel
    Additional Information
    • Requisition ID: 1721467
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