Overview of the Role

The successful candidate would be responsible for developing and maintaining relationships with wealth managers, private banks, asset managers and family offices across the UK, reporting to the Head of UK Wealth Distribution.

The role would provide an opportunity to offer a differentiated product set to the UK wealth market centred around private assets. Private assets are forecast to play an increasingly important role in wealth clients portfolios. Nuveen has a tier 1 alternatives platform that spans Private Equity, Private Credit, Real Estate, as well as differentiated asset classes such as Farmland and Timberland.

Nuveen has significant scale across its alternatives platform and is one of the largest Private Credit and Real Estate managers globally . The firm has a long history of managing assets on behalf of private wealth clients and manages over $300bn of wealth assets in the US. Nuveen has combined these experiences to develop a range of semi-liquid products that offer wealth clients an access point to private assets . The incoming candidate will be heavily involved in further building and refining this offering to suit the UK wealth audience.

Key responsibilities will include :

• Working in close partnership with the Head of UK Wealth Distribution on sales strategy with local intermediaries.

• Providing dedicated client coverage, focused on driving growth primarily across private assets, in line with business priorities.

• Proactively engage with product development team on client demand and requirements as it relates to private assets.

• Contributing to the team’s collaborative approach to relationship building with strategic clients, including identifying, developing and nurturing key contacts.

• Managing and developing existing client relationships, highlighting key focus funds/strategies, contributing to building buy list positions, and identifying new opportunities to partner with key firms.

• Recording and maintaining all significant client contact, and managing pipeline updates, on Salesforce, and ensuring that notes are captured accurately.

• Providing guidance and direction to junior members of the team.

• Actively contributing to team sales meetings, strategy planning and development.

• Traveling within the UK to support the team’s distribution effort with key accounts, contributing to client events, roadshows, and education.

Qualifications / Skills / Qualities :

• Be highly self motivated and excited about the prospect of building a business from the ground up.

• Be a great listener and team player.

• Have c.10 years of relevant industry experience, working closely with advisers and wealth managers in the UK. This should include a minimum of 4 years’ experience in a business development role.

• Have a demonstrable track record of successfully developing and managing a network of client relationships within the UK distribution market.

• Have a comprehensive understanding of competitors, products, key market trends, UK infrastructure (platforms and data vendors), and industry developments.

• Have the ability to speak fluently about private assets

• Have the technical ability to sufficiently understand and solve client problems independently.

• Understand the different types of clients in the UK wealth market and their different business models. The candidate must be able to see opportunities for true strategic partnerships.

• Be action orientated, accountable, committed, driven and self-motivated, with excellent communication and team working skills.

• Have the ability to prioritise, focus, eliminate roadblocks and execute a sales strategy in a timely manner.

• Demonstrate a high level of integrity and trust, and a client centric focus.

• Have a strong academic background, including an undergraduate degree. A relevant professional qualification (e.g. IMC, CFA) or progress towards one, is preferred.

Competencies Required

• Act in line with our Company Values.

• Excellent communications skills (both written and oral) e.g. presentations, report writing etc.

• Delivering results and expectations.

• Entrepreneurial and commercial thinking.

• Formulating strategies and concepts.

• Relating and networking.

• Persuading and influencing.

• Team player.

This role requires Certified Staff - UK regulatory designation.

Nuveen is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

Nuveen 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. Please contact ta@nuveenglobal.com should you require any assistance.

Related Skills

Business Development, Client Relationship Management, Client Segmentation, Consultative Communication, Drives for Results, Influence, Nuveen Products/Services Acumen, Relationship Management, Sales, Strategic Planning

Company Overview

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, listed 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

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

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

• For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

• For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

• For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .

• For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .

• For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .

• For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)