Distribution Analyst

TIAA

. Schedule in-person and virtual appointments for sales teams through proactive calls to existing clients and prospects .

Posted 9/23/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and communication skills while effectively scheduling appointments and managing client interactions. Proficient in Salesforce and Excel, with a foundational understanding of financial services and related terminology.

Highest-signal resume keywords

Salesforce ExperienceExcel ProficiencyAppointment SchedulingFinancial Services KnowledgeExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Appointment SchedulingExpense ReportingCRM ManagementData EntryKnowledge of CUSIPsUnderstanding of Mutual Fund TickersDrafting Strategic EmailsOrganizational Skills

Soft Skills

CollaborationVerbal CommunicationWritten Communication

Tools & Technologies

SalesforceExcel

Certifications & Qualifications

SIESeries 7Series 66

Industry Keywords

Financial ServicesMunicipal Bond ReviewsCompliance Reviews

About the role

Key responsibilities & impact

Schedule in-person and virtual appointments for sales teams through proactive calls to existing clients and prospects
Maintain an 18–25 appointment goal per week
Schedule appointments based on travel routes and focus lists
Maintain shared notes and calendar invitations
Draft creative and strategic emails
Review and submit expense reports to Finance
Process check requests for meeting reimbursements and charitable contributions
Order literature for meetings and follow-ups
Update meeting notes and CRM records in Salesforce
Coordinate and facilitate conference calls and compliance reviews
Update weekly marketing packets
Aggregate team success stories, campaign feedback, seminars, and COI events for leadership reporting
Enter CUSIPs, par amounts, or mutual fund tickers into Excel for municipal bond/matrix reviews

Requirements

What you’ll need

Bachelor's Degree preferred
No experience required; 2+ years preferred
Excellent written and verbal communication skills
Strong organizational skills
Ability to work collaboratively in a team setting
Financial Services experience preferred
SIE, Series 7, and Series 66 optional and encouraged within the first 6 months of joining
Sedentary work
Experience with Salesforce, Excel, and expense reports
Knowledge of CUSIPs, par amounts, or mutual fund tickers preferred

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Learning experiences and development pathways
Future-focused skills and AI tools
Accessibility support for applicants with disabilities
Drug-free and smoke-free workplace