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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in alternative investment strategies, client relationship management, and business development within wealth distribution channels. Proven ability to drive measurable growth and effectively communicate complex investment concepts to diverse financial audiences.
Highest-signal resume keywords
Alternative Investment StrategiesClient Relationship ManagementBusiness DevelopmentConsultative SellingSeries 7 And Series 63 Registrations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Asset ManagementInvestment DistributionWealth ManagementSales Pipeline ManagementMarket InsightsPortfolio ImplementationCapital RaisingFinancial Advisory CommunicationRelationship DevelopmentGrowth Opportunity Identification
Soft Skills
Presentation SkillsCollaboration SkillsConsultative Selling SkillsRelationship Management Skills
Certifications & Qualifications
Series 7 RegistrationSeries 63 Registration
Industry Keywords
Alternative InvestmentsPrivate MarketsReal AssetsPrivate CreditIncome-Oriented SolutionsFinancial AdvisorsIntermediary PlatformsFamily OfficesWealth Distribution ChannelsInstitutional Sales
About the role
Key responsibilities & impact- Drive capital formation for Nuveen’s alternative investment strategies across wealth distribution channels
- Represent Nuveen’s alternatives platform and explain investment capabilities, portfolio applications, and client value propositions
- Partner with distribution, investment, product, and marketing teams to identify growth opportunities and deliver coordinated client experiences
- Provide education and market insights on alternative strategies, industry trends, and portfolio implementation
- Manage a regional business development pipeline and convert market opportunities into asset growth
- Develop and maintain senior-level relationships with prospect and client firms
- Expand Nuveen’s alternatives presence and strengthen commercial partnerships
Requirements
What you’ll need- 5+ years of experience in asset management, investment distribution, alternatives business development, institutional sales, wealth management, or a related financial services role
- Ability to develop client relationships, manage a sales pipeline, and drive measurable business growth across intermediary or wealth distribution channels
- Strong understanding of alternative investment strategies and their role in client portfolios, including private markets, real assets, private credit, income-oriented solutions, or related capabilities
- Ability to communicate complex investment concepts clearly and credibly to financial advisors, intermediary platforms, RIAs, family offices, and sophisticated investors
- Strong consultative selling, presentation, relationship management, and collaboration skills
- Ability to travel within the assigned region
- Series 7 and Series 63 registrations
- University degree preferred
- 7+ years of relevant experience preferred
- Experience raising capital or supporting distribution for alternative investment strategies preferred
- Established relationships with financial advisors, wirehouses, private banks, RIAs, family offices, or other wealth management platforms preferred
- Familiarity with alternatives capabilities including real assets, private capital, real estate, credit, infrastructure, farmland, or timberland preferred
- Bachelor’s degree preferred; advanced degree or investment-related designation preferred
- Sedentary work physical requirements
Benefits
Comp & perks- Superior retirement program
- Competitive health benefits
- Wellness offerings
- Work-life offerings
- Incentive program linked to performance, depending on the role
- Annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans, depending on the role
- Learning experiences and development pathways
- AI tools and future-focused skills development