The posting
The incumbent will lead the design and execution of the Public Equities platform's corporate access strategy, ensuring portfolio managers and research analysts across public equity strategies have consistent, high-quality connectivity to public-company management teams, industry experts, and other differentiated sources of investment insight. This individual will own the platform's broker relationships, build direct issuer engagement, and construct a scalable access infrastructure, all in close partnership with the public equities investment team and in alignment with firm compliance standards.
Key Roles and Responsibilities
Strategic Leadership & Chief of Staff Responsibilities
- Serve as a strategic partner to Public Equities leadership, helping advance the organization’s highest-priority strategic, investment, commercial, and organizational initiatives.
- Drive coordination and execution across the Equities organization, working across investment teams and with key partner organizations including Distribution, Product, Trading, Risk, Compliance, Operations, Technology, and other enterprise functions.
- Engage with senior leadership across the firm to coordinate priorities, surface issues, accelerate decision-making, and ensure effective execution of key Equity platform initiatives.
- Lead or support cross-functional projects that span multiple investment teams or business functions, bringing structure, accountability, and momentum to initiatives that do not sit neatly within a single team.
- Act as a connector across the Equity platform, identifying opportunities to improve collaboration, share best practices, and strengthen connectivity across investment teams and adjacent functions.
- Coordinate selected external strategic relationships and initiatives where they intersect with broader Equity platform priorities.
Equity Platform Development & Strategic Initiatives
- Partner with Equity leadership to identify and advance opportunities to strengthen the platform across investment capabilities, operating practices, commercial effectiveness, and organizational connectivity.
- Translate strategic priorities into clear workstreams, milestones, ownership, and follow-through, helping ensure that important initiatives move from discussion to execution.
- Support senior leadership meetings, strategic planning, and platform-level communications by synthesizing information across teams, identifying key issues and decisions, and coordinating necessary follow-up.
- Develop scalable processes, tools, and operating disciplines that improve transparency, information sharing, and execution across Public Equities.
- Take on emerging priorities and special projects on behalf of Equity leadership as the needs of the organization evolve.
Broker Relationship Leadership
- Own and deepen strategic sell-side broker relationships on behalf of Public Equities, serving as a senior relationship lead for important equity research and access counterparties.
- Evaluate the quality and value of broker-provided research and corporate access against the needs of Public Equity investment teams, using both qualitative and quantitative measures.
- Partner with investment teams, Trading, Compliance, and other stakeholders to prioritize brokerage resources, including commissions, votes, and eligible research and access services.
- Lead periodic broker review and voting processes, ensuring resources remain aligned with the highest-value research and investment priorities of the platform.
Corporate Access Strategy for Public Equities
- Define and lead the corporate access strategy for the Public Equities platform, ensuring it is closely aligned with the research priorities, sector coverage, and investment processes of portfolio managers and analysts.
- Serve as the primary point of accountability for the quality, breadth, and efficiency of corporate access supporting public equity strategies.
- Develop differentiated engagement opportunities, including one-on-one meetings, site visits, small-group sessions, and other direct interactions that complement traditional sell-side channels.
- Represent the Public Equities platform externally as a senior, trusted, and professional point of contact.
- Leverage external relationships to enhance both investment insight and the broader connectivity and visibility of the Equity platform.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level 10IC
Related Skills
Asset/Investment Modeling, Asset Class Expertise, Capital Markets, Client Relationship Management, Continuous Improvement Mindset, Data-Based Decision Making, Equity Investments, Executive Presence, Financial Risk Management, Investment Accounting, Investment Management, Investment Research/Analysis, Portfolio Management
Anticipated Posting End Date:
2026-10-30
Base Pay Range: $200,000/yr - $250,000/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: [email protected]
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
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