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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management and development within real estate wealth offerings, with a strong focus on market intelligence, financial acumen, and stakeholder engagement. Proficient in creating client-facing materials and executing go-to-market strategies to enhance product positioning and adoption.
Highest-signal resume keywords
Product ManagementMarket IntelligenceFinancial AcumenStakeholder EducationCFA Or CAIA Designation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product DevelopmentProduct PositioningReal Estate KnowledgeTax-Deferral ProgramsSemi-Liquid StructuresPerformance AnalysisRegulatory IntelligenceInvestment StrategyClient EngagementMarket Penetration
Soft Skills
Excellent CommunicationPresentation SkillsWriting SkillsAbility To Manage Competing Priorities
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft Word
Certifications & Qualifications
Series 7 LicenseSeries 63 LicenseCFACAIA
Industry Keywords
Investment BankingConsultingInstitutional AllocationProduct LifecycleWealth ManagementClient-Facing MaterialsProduct Adoption InitiativesRegulatory ComplianceMarket StrategyProduct Enhancements
About the role
Key responsibilities & impact- Support the ongoing product lifecycle for Nuveen’s real estate wealth offerings, including product execution, enhancements, and positioning
- Own day-to-day product management for a specified product lineup, including stakeholder communication, reporting, and issue resolution
- Lead competitive, market, and regulatory intelligence to inform product strategy, positioning, training, and enhancements
- Serve as a subject matter expert for distribution, investment, marketing, operations, and other stakeholders
- Support education, due diligence, and client engagement
- Support go-to-market execution, including advisor communications, training, product adoption initiatives, and market penetration efforts
- Create materials synthesizing product, market, and performance information for internal and external audiences
- Monitor product performance, analyze key metrics, and recommend improvements to senior management and cross-functional partners
- Contribute to product ideation and development by evaluating market opportunities and new offering concepts with investment and product teams
Requirements
What you’ll need- 5+ years of experience in investment banking, consulting, institutional allocation, product development/management, or alternatives
- University degree preferred
- Series 7 and Series 63 licenses preferred, or willingness to obtain within 120 days from start date
- 7+ years of relevant experience preferred
- CFA or CAIA designation strongly preferred
- Technical proficiency in real estate, tax-deferral/1031 programs, and semi-liquid structures, including ’33 Act and exempt offerings
- Strong market intelligence and financial acumen
- Experience supporting product development, product positioning, stakeholder education, and client-facing materials
- Proficiency in Microsoft Excel, PowerPoint, and Word
- Excellent communication, presentation, and writing skills
- Ability to manage competing priorities across teams and product lines
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work life offerings
- Incentive program linked to performance, depending on the role
- Meaningful learning experiences and development pathways
- AI tools and future-focused skills development
- Hybrid Flex work arrangement