The posting
Distribution Associate
The Distribution Associate role contributes to sales goals, relationship management goals, and business strategy by providing day-to-day support to sales teams and relationship managers. Working independently under general supervision, this job assists in identifying target clients, executing product sales and managing client relationships and development.
Key Responsibilities and Duties
- Independently initiate and manage outbound client and prospect communications across multiple channels — including phone, email, and web conference — to market and promote Nuveen investment solutions. Exercise judgment in assessing client needs, tailoring educational and consultative responses to financial advisors, and determining appropriate follow-up strategies based on relationship stage and business objectives.
- Apply a disciplined understanding of the sales process to profile advisors, identify prospecting opportunities, and develop new business relationships through independent research and strategic outreach. This includes managing digital leads and supporting pipeline oversight within Salesforce, requiring the associate to make informed decisions about prioritization and engagement cadence with limited direct supervision.
- Support SMA servicing activities by coordinating account documentation, preparing and distributing proposals and product literature, and managing CUSIP entries and data integrity within integrated Salesforce workflows to ensure operational continuity across the team.
- Collaborate closely with external wholesalers and regional directors to align on territory strategies, coordinate joint outreach efforts, and ensure consistent messaging and coverage across assigned advisor segments. This includes participating in team meetings, contributing to territory planning discussions, and helping track progress against sales targets and activity metrics.
- Conduct ongoing research and analysis to support advisor segmentation, identify cross-sell and upsell opportunities within the existing book of business, and surface actionable insights that inform the broader distribution strategy. This may include reviewing product performance data, monitoring market trends, and synthesizing competitive intelligence to support advisor conversations.
- Serve as a knowledgeable resource on Nuveen's investment capabilities, including mutual funds, ETFs, separately managed accounts, and alternative strategies, effectively communicating product features, positioning, and competitive differentiators to financial advisors at varying levels of sophistication.
- Manage and respond to inbound inquiries from financial advisors in a timely and professional manner, ensuring a high standard of client service and a positive experience that strengthens advisor relationships and supports retention goals.
- Maintain accurate and up-to-date records of all client interactions, pipeline activity, and account data within Salesforce, ensuring compliance with internal data governance standards and supporting reporting requirements across the distribution team.
- Coordinate the fulfillment of marketing materials, product collateral, and customized presentations, working with internal resources such as marketing, product, and investment teams to ensure materials are current, accurate, and aligned with advisor needs.
- Support the onboarding of new advisor relationships by facilitating account setup processes, ensuring all required documentation is completed accurately and efficiently, and serving as a point of coordination between advisors, operations, and compliance teams as needed.
Educational Requirements
- Bachelor's Degree Required
Work Experience
- No Experience Required; 2+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 7 and 63 within 90 days of hire
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level 5IC
The Distribution Associate independently initiates and manages outbound client and prospect communications across multiple channels — including phone, email, and web conference — to market and promote Nuveen investment solutions. The associate exercises judgment in assessing client needs, tailoring educational and consultative responses to financial advisors, and determining appropriate follow-up strategies based on relationship stage and business objectives.
The associate applies a disciplined understanding of the sales process to profile advisors, identify prospecting opportunities, and develop new business relationships through independent research and strategic outreach. This includes managing digital leads and supporting pipeline oversight within Salesforce, requiring the associate to make informed decisions about prioritization and engagement cadence with limited direct supervision.
The Distribution Associate also exercises independent judgment in supporting SMA servicing activities, coordinating account documentation, preparing and distributing proposals and literature, and managing CUSIP and entries within integrated Salesforce workflows to ensure operational continuity across the team.
Related Skills
Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management
Anticipated Posting End Date:
2026-10-16
Base Pay Range: $60,300/yr - $85,300/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.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
