Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at www.Nuveen.com
As a Practice Management Specialist, 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
KEY RESPONSIBILITIES AND DUTIES:
Deliver a full range of practice management content, consultation and support on various topics at industry conferences, national/regional/local events, branch meetings, workshops, webinars, etc.
Research, develop, revise practice management content independently and in conjunction with the research associate(s) and/or Nuveen/TIAA subject matter experts
Work closely with key business partners across the organization to create and facilitate educational modules on relevant content
Respond appropriately and timely to all inquiries and support requests arising from client and partnership 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
Partner with industry organizations, trade associations and other industry experts to find synergies, speaking and research opportunities and ways to promote and demonstrate Nuveen’s practice management capabilities
Possess a broad understanding and ability to clearly communicate on a wide range of practice management topics and solutions; able to demonstrate Nuveen’s capabilities and show how the team is able to provide value.
Minimum 6 years of experience in financial services and/or planning industry
NASD licensed preferred
CIMA, CPWA, CAIA, CFP and/or CFA strongly 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
Excellent communication skills, both written and verbal
Ability to deliver a compelling message with a sense of humor and engaging/dynamic presentation style in a variety of settings
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