Distribution Associate

TIAA

. Provide day-to-day support to sales teams and relationship managers .

Posted 10/9/2026full-timeChicago • Illinois • United StatesJuniorMid-Level💰 $60,300 - $85,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing client relationships and outbound communications while supporting sales teams with tailored educational responses. Proficient in Salesforce for pipeline management and maintaining accurate client records, with a solid understanding of investment products and business development strategies.

Highest-signal resume keywords

Salesforce ManagementClient Relationship ManagementOutbound CommunicationInvestment Product KnowledgeBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesforceClient Needs AssessmentAccount DocumentationData IntegritySMA ServicingProposal DevelopmentMarket ResearchAdvisor ProfilingCross-SellingUpselling

Soft Skills

CommunicationCollaborationInitiativeConsultative SellingProblem-Solving

Tools & Technologies

SalesforceWeb Conference ToolsEmail Communication

Certifications & Qualifications

Bachelor's DegreeSeries 7Series 63

Industry Keywords

Mutual FundsETFsSeparately Managed AccountsAlternative StrategiesFinancial Advisors

About the role

Key responsibilities & impact

Provide day-to-day support to sales teams and relationship managers
Initiate and manage outbound communications to market and promote Nuveen investment solutions
Assess client needs and tailor educational and consultative responses to financial advisors
Profile advisors, identify prospecting opportunities, and develop new business relationships
Manage digital leads and support pipeline oversight within Salesforce
Coordinate SMA servicing activities, account documentation, proposals, product literature, CUSIP entries, and data integrity
Collaborate with external wholesalers and regional directors on territory strategies and joint outreach
Research advisor segmentation, cross-sell and upsell opportunities, product performance, market trends, and competitive intelligence
Communicate Nuveen investment capabilities and competitive differentiators to financial advisors
Respond to inbound financial advisor inquiries and support retention goals
Maintain client interaction, pipeline, and account records in Salesforce
Coordinate marketing materials, product collateral, and customized presentations with internal teams
Support onboarding of new advisor relationships and coordinate account setup with advisors, operations, and compliance

Requirements

What you’ll need

Bachelor's Degree Required
No experience required; 2+ years preferred
Series 7 and 63 within 90 days of hire
Ability to independently initiate and manage outbound client and prospect communications by phone, email, and web conference
Ability to assess client needs and tailor educational and consultative responses to financial advisors
Understanding of the sales process, advisor profiling, prospecting, and business development
Experience or ability to manage digital leads and pipeline oversight in Salesforce
Ability to support SMA servicing, account documentation, proposals, product literature, CUSIP entries, and data integrity
Knowledge of mutual funds, ETFs, separately managed accounts, and alternative strategies
Ability to maintain accurate Salesforce records and comply with data governance standards
Sedentary work capability

Benefits

Comp & perks

Comprehensive Total Rewards package
Superior retirement program
Competitive health, wellness and work life offerings
Future-focused skills and AI tools
Meaningful learning experiences and development pathways
Reasonable accommodation support for applicants with disabilities
Performance-linked incentive programs may be available depending on the role