Senior Account Manager, Investment Specialist

TIAA

Senior Account Manager specializing in driving investment conversations and placements at Nuveen. Engaging with professional buyers and coordinating with product management for effective relationships.

Posted 6/16/2026full-timeNew York City • Illinois, New York • 🇺🇸 United StatesSenior💰 $135,000 - $228,700 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

relationship buildingteam continuityengagementadvocacy

Certifications & Qualifications

CFACAIAMBAFINRA Series 7FINRA Series 66

Industry Keywords

account managementinvestment optionsprofessional buyersproduct managementsponsor firmmanager researchdiscretionary teamsco-product build opportunities

About the role

Key responsibilities & impact

Drive public and private product conversations and secure placements across a broad client segment of professional buyers
Seek out co-product build opportunities working with sponsor firm and Nuveen Product Management
Primary points of engagement with manager research and firm discretionary teams focusing on building relationships
Identification of near-term opportunities related to sponsor’s investment options
Responsible for team continuity and engagement while advocating broader firm priorities

Requirements

What you’ll need

Bachelor’s degree; business or finance major preferred
5+ years of industry experience required; 7+ years preferred
CFA, CAIA and/or MBA preferred
FINRA Series 7/66 required within 6 months of employment
5-7 years of account management experience preferred

Benefits

Comp & perks

Comprehensive Total Rewards package
Superior retirement program
Highly competitive health, wellness and work life offerings